Does Slowing AI-Related Imports Mean Slowing Investment?

Maybe: Figure 1: Imports of computers, computer accessories and semiconductors (blue, left log scale), and investment in informationn equipment and software (red, right log scale), both in bn.Ch.2017$ SAAR. Source: BEA, 2026Q2 advance release, and author s calculations. Over this period, one can reject at the 6% level the null hypothesis that the growth rate of [ ]