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Meta's Llama drama and how Trump's tariffs could hit moonshot projects

Equity

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Tariffs, Tech, and AI: Market Uncertainty

This chapter explores the impact of new tariffs on the tech and AI sectors, emphasizing the complexities faced by manufacturers amid U.S.-China trade relations. Analysts discuss how rising costs could hinder tech investments, particularly in AI chips and data center projects. The conversation also critiques Meta's Llama 4 model and highlights the industry's tendency to prioritize performance metrics over true innovation.

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