Bloomberg Tech Trump Threatens Tech Tariffs in Digital Taxes Reprisal
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Aug 26, 2025 Caroline Hyde interviews Beth Kindig, lead tech analyst at IO Fund, renowned for her insights on the tech market. They dive into AT&T's $23 billion acquisition of EchoStar's spectrum, reflecting resilience amid global volatility. The conversation turns to President Trump's tech tariffs and the digital tax dilemma, impacting global relationships. They highlight the booming AI demand and NVIDIA’s upcoming earnings, while discussing the geopolitical tensions affecting semiconductors. Kindig also tackles the energy challenges in AI development and the broader implications for the tech sector.
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AT&T's Big Spectrum Bet
- AT&T will buy EchoStar's mid- and high-band spectrum to expand capacity across U.S. markets.
- Beth Kindig says spectrum is like adding lanes to prevent wireless gridlock and improve consumer experience.
Tariff Threats Over Digital Taxes
- President Trump threatened tariffs and export restrictions in retaliation for digital services taxes.
- Tyler Kendall notes this is part of a continuing U.S. push against DSTs and renewed Section 301 actions.
Europe's Patchwork Of Digital Taxes
- Europe has created a patchwork of digital service taxes targeting U.S. tech revenue like ads and streaming.
- Peter Elstrom says the EU defends this as sovereign regulation despite U.S. objections.