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Reuters
Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam
Akash Sriram / Reuters :
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Reuters
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SIA and Oxford Economics: despite the US chip industry workforce growing to 460K by 2030, up from ~345K in 2023, there will still be a ~67K worker shortfall
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