TechCheck How Tariffs could threaten the AI Boom 4/4/25
Apr 4, 2025
The latest discussions delve into how tariffs could jeopardize the booming AI industry. With the market reacting to President Trump’s announcement, concerns rise over the impacts on major data center projects. These tariffs might inflate costs and stall crucial infrastructure developments. The broader implications could hinder economic growth and the future trajectory of artificial intelligence. It's a critical examination of how policy decisions ripple through tech investments.
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Tariffs Threaten AI Boom
- Tariffs threaten to slow data center expansion, impacting the AI boom.
- This could disrupt hyperscalers and other sectors like energy.
Tariff Impact on Data Centers
- Tariffs increase the cost of tech equipment and raw materials, impacting data center construction.
- They also affect green energy, a key power source for data centers.
CoreWeave and Tariffs
- CoreWeave, in its IPO prospectus, flagged tariffs as impacting GPU availability and cost.
- This affects their ability to serve clients like Microsoft and potentially Google.