“As the administration continues to consider tariff policies, we strongly encourage efforts to provide certainty and the continued evaluation of impacts on critical data center equipment and components at this pivotal moment in the AI race,” said Josh Levi, president of the Data Center Coalition, a trade group representing companies that operate data centers. The president’s tariff offensive exempts some computer chips but not the expensive and high-powered graphics processing units - or GPUs - that are the workhorses of the AI boom and enabled the creation of software like ChatGPT. Dan Ives, a tech stock analyst with Wedbush Securities known for his optimism about the tech industry, estimated in a Thursday note to clients that at least 10 to 15% of the cloud and AI projects in the US will be “slowed down” because of the uncertainty around tariffs.
Published at: 2025-04-13 22:18:20
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