Navigating AI, Tariffs, and Delivery Innovation

This chapter explores the performance outlook of NVIDIA and its client base while considering the implications of rising tariffs on both hardware and software sectors. The discussion includes insights on major players like Microsoft, Amazon, and Apple in the context of AI advancements, delivery logistics, and geopolitical challenges. Ultimately, it underscores the evolving landscape of infrastructure for AI applications and the strategic adjustments companies must make in response to market pressures.