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-0.00177336814621405 -0.00205013054830281 -0.00553524804177547 0.00232167101827681 0.016180678851175 0.0298694516971279 0.0375979112271541 0.0239164490861619
Stock impact report

Are Nvidia's AI datacenter products subject to tariffs? [Yahoo! Finance]

NVIDIA Corporation (NVDA) 
Last nvidia corporation earnings: 2/13 04:20 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Company Research Source: Yahoo! Finance
potential relief amid broader investor concern over trade policy disruptions, Bernstein said. “Among the many questions we fielded last week, one of the most frequent involved whether or not NVDA's AI datacenter products would be subject to tariffs," Bernstein analysts wrote. While semiconductors have largely been exempt from reciprocal tariffs, Nvidia's AI systems are "primarily hardware" and thus could be affected, unless they originate from compliant trade zones. Based on import classification codes and trade data, the majority of NVDA's US AI server shipments likely come from Mexico, with data showing roughly 60% of imports in key server categories arriving from Mexico in 2024 and another 30% from Taiwan. Using Nvidia's own product classification and U.S. Harmonized Tariff Schedule codes, specifically 8471.50, 8471.80, and 8473.30, the analysts mapped Nvidia's AI server components like DGX and HGX form factors. "Our (layman's) read of the USMCA text suggests these produc Show less Read more
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