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How Trump's Tariffs Could Make AI Development More Expensive [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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S tocks in AI companies were among the biggest losers after President Trump announced sweeping tariffs on foreign trading partners last week, in a sign that those tariffs could be bad news for the industry. The companies at the forefront of the AI industry are currently spending hundreds of billions of dollars on building new datacenters to train AI models. Tariffs will increase the already gargantuan costs of those efforts, analysts say. “The tariffs will make building AI datacenters much more expensive, both because AI servers are largely imported and will face tariffs, at least until supply chains can be rejigged, and because much of the other equipment in datacenters, like the cooling and power infrastructure, is imported as well,” says Chris Miller, author of Chip War Chips themselves, the key computing hardware inside AI datacenters, are exempt from Trump's tariffs—but only if they are imported to the U.S. as standalone products. However, most chips are not imported into
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- Exclusive-US launches review of advanced Nvidia AI chip sales to China, sources say [Yahoo! Finance][Yahoo! Finance]
- Chip Stocks Are No Longer an Automatic Path to Profits. What the Numbers Say About This Key Semi ETF Now. [Yahoo! Finance][Yahoo! Finance]
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