AI Disruption

AI Disruption

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AI Disruption
AI Disruption
Trump Chokes U.S. GPU Supply? Tech Giants Hit by AI Compute Crisis

Trump Chokes U.S. GPU Supply? Tech Giants Hit by AI Compute Crisis

Trump's tariffs rock U.S. tech: GPU shortages, AI chaos, and $1T market loss. Can Silicon Valley survive the trade war?

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Meng Li
Apr 05, 2025
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AI Disruption
AI Disruption
Trump Chokes U.S. GPU Supply? Tech Giants Hit by AI Compute Crisis
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As soon as the tariff stick was swung, even the GPU supply chain across the U.S. found itself teetering on the edge.

Yesterday, the U.S. stock market experienced an epic crash unseen in five years, and what’s even scarier is that Trump’s tariff policy has thrown the AI industry into complete chaos!

Today, the Nasdaq Composite Index plummeted by nearly 6%, just a hair’s breadth away from its lowest point in the past year.

And Nvidia’s stock? It tanked 15% in just two days!

At the heart of this mess is one key question: Can GPUs—the lifeblood of the AI industry—be exempted from Trump’s sweeping tariffs?

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