Bloomberg Technology Chips Tariff Probe, Nvidia's Fast Pass
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Apr 15, 2025 Ross Gerber, CEO of Gerber Kawasaki and expert on technology stocks, discusses critical trade probes affecting semiconductor imports and the potential tariffs initiated by the Trump administration. He highlights Nvidia's plans to expand its AI infrastructure in the U.S. and the significance of fast-tracked permits. The conversation also touches on Taiwan's collaboration with a U.S. satellite startup to prevent digital blackouts, emphasizing its implications for connectivity and the semiconductor industry amid geopolitical tensions.
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Semiconductor Trade Probes
- The Trump administration launched trade probes into semiconductor imports, potentially leading to broader levies.
- This move follows NVIDIA's pledge to produce $500 billion worth of AI infrastructure in the US over four years.
Expedited Permits for US Investments
- President Trump pledged expedited permits for NVIDIA and other companies investing in US-based production.
- This follows NVIDIA's announcement of producing $500 billion worth of goods, including chips and servers, in the US.
Impact of Tariffs on AI CapEx
- The impact of tariffs on AI CapEx is uncertain, as tech companies grapple with globalization and trade wars.
- These companies, significantly exposed to global markets, are actively seeking ways to reshore production or expedite processes.