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Nvidia may avoid recent tariffs on its AI servers — 60% of Nvidia servers pass through Mexico, may be exempt from Trump tariff flurry
Nvidia may see some hope in the face of historic losses.
Stacy Rasgon, writing for Bernstein Private Wealth Management and one of the market's top chip analysts, found that the majority of Nvidia's datacenters going to U.S. hyperscalers might just arrive tariff-free. In a memo sent to Bernstein clients, Rasgon highlighted fears from investors over the oncoming fate of Nvidia, as while semiconductors have been largely exempted from the "Liberation Day" tariff sweep, server hardware has not. This is thanks to the USMCA trade agreement between the U.S., Canada, and Mexico signed in Trump's first term, which lists digital and automatic data processing units as compliant product tags exempt from new tariffs.
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