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The AI industry doesn’t know if Trump just killed its GPU supply
The new tariff plan is confusing — and the tech industry is scrambling to make sense of it.
The core question is whether GPUs – the graphics processing units that are crucial to AI computing and other industries – are exempted from Donald Trump’s sweeping tariffs, and the answer is startlingly ambiguous. “I fully expect this to be a situation where Trump again gives companies he views as important/on his side/whatever a hall pass,” similar to what the President did with Apple during his first term, one source inside a major AI lab told The Verge. That doesn’t even take into account the tariffs on the raw materials needed to build these machines and plants, or any retaliatory measures: on Friday, for instance, China announced a new set of export restrictions on rare earth minerals, which are crucial for electronics manufacturing.
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