{"id":114261,"date":"2026-10-07T17:59:44","date_gmt":"2026-10-07T15:59:44","guid":{"rendered":"https:\/\/legrandcontinent.eu\/es\/?p=114261"},"modified":"2026-10-07T17:59:49","modified_gmt":"2026-10-07T15:59:49","slug":"en-etados-unidos-la-ia-agrava-el-deficit-comercial","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/es\/2026\/10\/07\/en-etados-unidos-la-ia-agrava-el-deficit-comercial\/","title":{"rendered":"En Estados Unidos, la IA agrava el d\u00e9ficit comercial"},"content":{"rendered":"\n<p>El d\u00e9ficit comercial estadounidense en bienes y servicios alcanz\u00f3 los 105.600 millones de d\u00f3lares en agosto, seg\u00fan los \u00faltimos datos publicados el martes 6 de octubre por la Oficina del Censo y la Oficina de An\u00e1lisis Econ\u00f3mico, lo que supone el doble que en enero (52.700 millones de d\u00f3lares).<\/p>\n\n\n\n<p>No obstante, en el acumulado de los ocho primeros meses, sigue siendo un 20 % inferior al nivel del a\u00f1o pasado.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-114261' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/10\/07\/en-etados-unidos-la-ia-agrava-el-deficit-comercial\/#easy-footnote-bottom-1-114261' title='&lt;a href=&quot;https:\/\/www.census.gov\/foreign-trade\/Press-Release\/current_press_release\/ft900.pdf&quot;&gt;Comercio internacional de bienes y servicios de EE. UU., agosto de 2026&lt;\/a&gt;, Oficina del Censo de EE. UU., 6 de octubre de 2026.'><sup>1<\/sup><\/a><\/span><\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>El aumento del d\u00e9ficit se debe, sobre todo, a un incremento de las importaciones, que alcanzaron un r\u00e9cord de 421.000 millones de d\u00f3lares en agosto: un aumento del 4,3 % con respecto a julio, frente al 1,4 % de las exportaciones, que alcanzaron los 315.000 millones.<\/li>\n\n\n\n<li>Esta tendencia se ve impulsada, sobre todo, por los suministros industriales (+9.100 millones de d\u00f3lares), en particular el petr\u00f3leo crudo (+3.300 millones) y el oro no monetario (+3.100 millones), as\u00ed como por los bienes de equipo (+6.200 millones).<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/NIfeQ\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>El nivel r\u00e9cord de las importaciones refleja las considerables inversiones realizadas por las empresas para construir las infraestructuras de inteligencia artificial en Estados Unidos, en particular los servidores que equipan los centros de datos.<\/p>\n\n\n\n<p>En los primeros ocho meses del a\u00f1o, las importaciones de computadoras casi se duplicaron con respecto a 2025, alcanzando los 255.000 millones de d\u00f3lares.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>En conjunto, los semiconductores, las computadoras, los accesorios inform\u00e1ticos y los equipos de telecomunicaciones representaron el 27 % de las importaciones estadounidenses de bienes en agosto.<\/li>\n\n\n\n<li>En octubre de 2022, es decir, el mes anterior al lanzamiento de la primera versi\u00f3n de ChatGPT, la proporci\u00f3n era de 10,4 %.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/CJe5u\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Estas cifras ponen de manifiesto la dificultad que tiene la administraci\u00f3n de Trump para conciliar dos de sus principales objetivos: la reducci\u00f3n del d\u00e9ficit comercial \u2014una prioridad que, seg\u00fan Trump, ha justificado la imposici\u00f3n de aranceles masivos desde su regreso al poder, en enero de 2025\u2014 y el desarrollo de las infraestructuras de inteligencia artificial.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>La inversi\u00f3n acumulada en Estados Unidos en infraestructuras de inteligencia artificial podr\u00eda alcanzar los 10,3 billones de d\u00f3lares durante el periodo 2025-2032, lo que supone un <a href=\"https:\/\/legrandcontinent.eu\/es\/2026\/10\/01\/por-que-trump-niega-frenar-el-desarrollo-de-ia\/\">3,6 % del PIB<\/a> de media anual.<\/li>\n\n\n\n<li>Aunque la mayor\u00eda de los laboratorios de IA y las empresas especializadas en el dise\u00f1o de equipos de \u00faltima generaci\u00f3n \u2014Nvidia, AMD, Broadcom\u2026\u2014 son estadounidenses, estos actores dependen de cadenas de suministro que se encuentran principalmente fuera del territorio estadounidense.<\/li>\n<\/ul>\n\n\n\n<p>A pesar de la pol\u00edtica proteccionista de la administraci\u00f3n de Trump, las inversiones destinadas a la construcci\u00f3n de nuevas f\u00e1bricas han disminuido en 67.000 millones de d\u00f3lares al a\u00f1o desde que volvi\u00f3 al poder.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00bfPodr\u00e1 Trump compaginar la inteligencia artificial de vanguardia con la reducci\u00f3n del d\u00e9ficit?<\/p>\n","protected":false},"author":2622,"featured_media":114260,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":3,"_lgc_tts_voice":"","_lgc_tts_publish":false,"_lgc_tts_history_item_id":"","_lgc_tts_generated_at":"","_lgc_tts_status":"","_lgc_tts_error":"","footnotes":""},"categories":[5],"tags":[],"staff":[],"editorial_format":[1472],"serie":[],"audience":[],"geo":[172],"class_list":["post-114261","post","type-post","status-publish","format-standard","hentry","category-economia","editorial_format-analisis","geo-americas"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":114260,"excerpt":"\u00bfPodr\u00e1 Trump compaginar la inteligencia artificial de vanguardia con la reducci\u00f3n del d\u00e9ficit?","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is 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