AI 导读
商品出口？也不是。海关记录只记录跨越美国边境的商品，而 Nvidia 的芯片在仍在海外时就已经售出。 美国计算机出口确实激增，但这主要是外国制造的 GPU 经由美国运往墨西哥进行服务器组装（例如富士康，为 Stargate），然后再运回来。
正文
Goods exports? Also, no. Customs records only record goods that cross the US border, and Nvidia's chips are sold while still overseas.
US computer exports have spiked, but that's mostly foreign-made GPUs passing through the US to Mexico for server assembly (e.g. Foxconn, for Stargate) and back.
来源：@EpochAIResearch · x.com