{"id":363199,"date":"2026-10-07T17:36:16","date_gmt":"2026-10-07T15:36:16","guid":{"rendered":"https:\/\/legrandcontinent.eu\/fr\/?p=363199"},"modified":"2026-10-07T19:03:33","modified_gmt":"2026-10-07T17:03:33","slug":"aux-etats-unis-lia-creuse-le-deficit-commercial","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/fr\/2026\/10\/07\/aux-etats-unis-lia-creuse-le-deficit-commercial\/","title":{"rendered":"Aux \u00c9tats-Unis, l\u2019IA creuse le d\u00e9ficit commercial"},"content":{"rendered":"\n<p>Le d\u00e9ficit commercial am\u00e9ricain pour les biens et les services a atteint 105,6 milliards de dollars en ao\u00fbt, selon les derni\u00e8res donn\u00e9es publi\u00e9es mardi 6 octobre par le Bureau du Census et le Bureau of Economic Analysis, soit deux fois plus qu\u2019en janvier (52,7 milliards de dollars).<\/p>\n\n\n\n<p>En cumul sur les huit premiers mois, il reste toutefois 20&#160;% inf\u00e9rieur \u00e0 son niveau de l&rsquo;an dernier&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-363199' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/10\/07\/aux-etats-unis-lia-creuse-le-deficit-commercial\/#easy-footnote-bottom-1-363199' title='&lt;a href=&quot;https:\/\/www.census.gov\/foreign-trade\/Press-Release\/current_press_release\/ft900.pdf&quot;&gt;U.S. International Trade in Goods and Services, August 2026&lt;\/a&gt;, U.S. Census Bureau, 6 octobre 2026.'><sup>1<\/sup><\/a><\/span><\/span>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>La hausse du d\u00e9ficit tient avant tout \u00e0 une augmentation des importations, qui ont atteint un record de 421 milliards de dollars en ao\u00fbt&#160;: une augmentation de 4,3&#160;% par rapport \u00e0 juillet, contre 1,4&#160;% pour les exportations, qui ont atteint 315 milliards.<\/li>\n\n\n\n<li>Cette tendance est notamment tir\u00e9e vers le haut par les fournitures industrielles (+9,1 milliards de dollars), en particulier le p\u00e9trole brut (+3,3 milliards) et l&rsquo;or non mon\u00e9taire (+3,1 milliards), ainsi que par les biens d&rsquo;\u00e9quipement (+6,2 milliards).<\/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\/yv1ca\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Le niveau record des importations refl\u00e8te les investissements consid\u00e9rables r\u00e9alis\u00e9s par les entreprises pour construire les infrastructures de l&rsquo;intelligence artificielle aux \u00c9tats-Unis, et notamment les serveurs \u00e9quipant les centres de donn\u00e9es.<\/p>\n\n\n\n<p>Sur les huit premiers mois de l&rsquo;ann\u00e9e, les importations d&rsquo;ordinateurs ont presque doubl\u00e9 par rapport \u00e0 2025, atteignant 255 milliards de dollars.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pris ensemble, les semi-conducteurs, ordinateurs, accessoires informatiques et les \u00e9quipements t\u00e9l\u00e9coms ont repr\u00e9sent\u00e9 27&#160;% des importations am\u00e9ricaines de biens en ao\u00fbt.<\/li>\n\n\n\n<li>En octobre 2022, soit le mois qui a pr\u00e9c\u00e9d\u00e9 la sortie de la premi\u00e8re version de ChatGPT, cette part \u00e9tait de 10,4&#160;%.<\/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\/tMiul\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Ces chiffres t\u00e9moignent de la difficult\u00e9 pour l&rsquo;administration Trump \u00e0 concilier deux de ses principaux objectifs&#160;: r\u00e9duction du d\u00e9ficit commercial \u2013 une priorit\u00e9 qui a justifi\u00e9, selon Trump, l\u2019imposition de tarifs douaniers massifs depuis son retour au pouvoir, en janvier 2025 \u2013, et d\u00e9veloppement des infrastructures de l&rsquo;IA.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>L\u2019investissement cumul\u00e9 aux \u00c9tats-Unis dans les infrastructures de l\u2019intelligence artificielle pourrait atteindre 10 300 milliards de dollars sur la p\u00e9riode 2025-2032, soit <a href=\"https:\/\/legrandcontinent.eu\/fr\/2026\/10\/01\/pourquoi-trump-refuse-de-ralentir-le-developpement-de-lia\/\">3,6&#160;% du PIB<\/a> en moyenne chaque ann\u00e9e.<\/li>\n\n\n\n<li>Si les laboratoires d&rsquo;IA et les entreprises sp\u00e9cialis\u00e9es dans la conception d&rsquo;\u00e9quipements de pointe \u2013 Nvidia, AMD, Broadcom\u2026 \u2013 sont en majorit\u00e9 am\u00e9ricains, ces acteurs d\u00e9pendent de cha\u00eenes d\u2019approvisionnement qui se situent surtout en dehors du territoire am\u00e9ricain.<\/li>\n<\/ul>\n\n\n\n<p>Malgr\u00e9 la politique protectionniste de l&rsquo;administration Trump, les investissements r\u00e9alis\u00e9s dans la construction de nouvelles usines ont baiss\u00e9 de 67 milliards de dollars par an depuis son retour au pouvoir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Trump peut-il concilier IA de pointe et r\u00e9duction du d\u00e9ficit&#160;?<\/p>\n","protected":false},"author":2622,"featured_media":363198,"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":[1727],"tags":[],"staff":[],"editorial_format":[4942],"serie":[],"audience":[],"geo":[525],"class_list":["post-363199","post","type-post","status-publish","format-standard","hentry","category-economie","editorial_format-actu-breves","geo-ameriques"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":363198,"excerpt":"Trump peut-il concilier IA de pointe et r\u00e9duction du d\u00e9ficit ?","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized with the Yoast SEO 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