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Fed Study: AI Products 23% of U.S. Imports in 2025, Up 73% From 2023
A Federal Reserve study reveals AI-related products made up nearly a quarter of U.S. imports last year, fueling a record trade deficit despite President Trump's tariffs. Imports of such goods surged 73% since 2023, offsetting slower growth elsewhere. Exemptions shielded much of the AI supply chain from higher duties.
Apr 22, 6:30 PM·2m read2 sources
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U.S. imports in 2025, according to a study by the Federal Reserve Bank of Minneapolis. Those imports grew 73% since 2023, while non-AI imports rose only 3% over the same period. U.S. import growth positive, even as President Trump's tariff policies aimed to curb foreign goods.
The study attributes $265 billion in AI imports for 2025, compared with $71 billion in AI-related exports. U.S. 2 trillion record high.
Stripping out AI products, non-AI imports in January 2026 stood 14% below their typical 2023 level. U.S. His administration's sweeping trade agenda has forced a crackdown on imports. 1% for non-AI goods.
Around 69% of AI-related imports fell under at least one exemption list, leaving sweeping exemptions largely in place even after the administration reorganized trade policy earlier this year. That reorganization followed a Supreme Court decision striking down the bulk of the tariffs, prompting moves to reinstate some.
U.S. Shores. U.S. economy over the past year. AI-related private investment hit $286 billion in 2025, according to Stanford University’s AI index report, matching the lifetime cost of the entire Apollo program in today’s dollars.
More than $140 billion of that sum went to infrastructure and research costs, with a large chunk earmarked for building massive data centers powering the boom. U.S. The construction frenzy has surged demand for cooling, heating, and ventilation equipment.
AI-related products include storage hardware, graphic processing units, and similar items. U.S. Taiwan and Mexico emerged as the largest trading partners for AI products in 2025, together accounting for around half of that trade.
