Bloomberg Tech US Considers More Chip Tariffs
Aug 5, 2025
The discussion kicks off with President Trump hinting at new chip tariffs, stirring market speculation. Palantir shines with over $1 billion in AI-driven revenue growth. Meanwhile, AMD faces pressure to prove its worth in the competitive AI landscape as earnings loom. The conversation navigates the intersection of tech advancement and national interests, revealing the evolving dynamics of the semiconductor industry. Plus, insights into innovative trends in AI, from advertising to music, showcase the rapid technological evolution reshaping our world.
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US Chip Tariffs and Tracking Plans
- The U.S. is planning to impose a broad tariff on semiconductors to boost domestic production.
- It may also equip exported AI chips with location tracking to prevent misuse by adversaries.
Palantir AI Revenue Surge
- Palantir’s revenue surged 48% to over $1 billion mainly due to AI-driven growth.
- However, the exact impact of AI on this growth remains unclear and needs more transparency.
Declining AI Costs Boost Industry
- AI has significantly reduced inference costs by over 90% due to improvements in hardware, algorithms, data, and model accessibility.
- These factors create a structural tailwind despite policy risks like tariffs.