China's growth picks up as AI demand boosts exports

Pablo Martín · 9 likes

people always take china's growth figures with a pinch of salt

Sofía Hernández · 11 likes

fair but the direction is usually informative even if the level is debated

Valeria Flores · 8 likes

work in electronics sourcing, lead times on some parts have been creeping up all year

Achieng Njeri · 0 likes

that matches. demand is clearly real right now

Rafael Almeida · 0 likes

what kind of parts if you don't mind me asking?

Grace Parker · 7 likes

Interesting contrast with the Anthropic loss story today. someone's spending, someone's selling

Isha Menon · 0 likes

the sellers always do fine in a boom lol

Ethan Brooks · 6 likes

trade tensions make this a strange time to be leaning on exports

Amina Okafor · 6 likes

that's what I was thinking, feels like it could get political fast

Angel Reyes · 3 likes

if the AI spending slows down this reverses pretty quickly no?

Ethan Brooks · 3 likes

depends how diversified the export mix is, but yeah some exposure for sure

Mara Fischer · 0 likes

makes sense, all that AI hardware has to be built somewhere

Pablo Martín · 5 likes

picks and shovels, same as every gold rush

Elise Peeters · 4 likes

servers, cooling, power gear, cables. a lot of physical stuff behind 'AI'

Hamza Malik · 0 likes

the domestic economy is the bigger question imo. exports can only carry so much

Mariana Costa · 7 likes

consumer spending there has been the weak spot for a while from what I've read