The AI industry doesn’t know if Trump just killed its GPU supply
1 min read
Summary
The US technology sector is in turmoil over the Trump administration’s lack of clarity on whether graphics processing units (GPUs) will be subject to tariffs, leaving firms facing huge losses and unable to plan effectively.
Companies using GPUs for their machine-learning and AI requirements, such as Microsoft, Amazon and Google, have watched the value of their stocks drop following the announcement of the proposed tariffs.
While the administration has indicated that semiconductors will not be subject to the additional tax, the ambiguity around the status of the finished products, which contain these chips, has caused widespread confusion.
Nvidia, which manufacturers GPUs, has declined to comment and referred reporters to the US Trade Representative, which did not respond.