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Tariffs, Nvidia’s H20 Export Control Exemption, and OMB’s New AI Guidance

The AI Policy Podcast

CHAPTER

The Impact of Tariffs on the U.S. AI Industry

This chapter explores the recent changes in tariffs and their effects on the U.S. AI ecosystem, with a special focus on essential hardware like semiconductors. The discussion highlights the challenges faced by American companies relying on international supply chains, particularly in the semiconductor sector. It also addresses the complexities of U.S. export controls on advanced AI chips and the implications of these policies for global business strategies.

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