The tariff policy that US President Trump has been mentioning has a great impact, at least from the perspective of the stock market in March 2025. However, there are many factors that affect the stock market. After all, many AI-related listed companies have risen too much in 2024. Putting aside the tariff policy, stock prices will naturally fall if they are too high. This is an eternal truth of the stock market.
NVIDIA, AWS, Google, AMD, and Meta have all fallen this month. At present, the impact of tariff policies on AI companies may mainly be the following:
1. Rising costs of data center construction
The development of AI technology depends on a strong data center infrastructure. At present, the hardware equipment and materials required for many data centers rely on imports. The Trump administration has imposed tariffs on major computer equipment import sources such as China and Mexico, resulting in increased costs for these key components, thereby raising the construction and operating costs of data centers.
2. AI chip supply chain is blocked
The United States imposes tariffs on imported semiconductors to promote domestic chip production, but it may also have a negative impact on AI companies. For example, well-known companies such as AMD and NVIDIA rely on China's chip assembly and testing, and tariffs may lead to price increases for key components such as GPUs, increase funding pressure on AI infrastructure projects, and inhibit the progress of AI development.
3. Impact on supply chain and industrial layout
In response to the impact of tariffs, some AI companies may consider adjusting their supply chains and increasing production and procurement in the United States. However, re-arranging the supply chain requires time and capital investment, which may put pressure on corporate operations in the short term. At the same time, these companies may terminate previously determined or ongoing projects, which will have a direct impact on the project cycle, cost and economic effects.
4. Responses from other countries
With the quotations and policy influences of American AI companies, other countries and companies will also adjust their suppliers accordingly and look for alternative suppliers. Moreover, countries such as China and India are already limited when purchasing related products from American AI companies. If costs are rising, their variables will increase greatly.
Of course, tariffs are not impossible to adjust, but as of today, we can only take one step at a time.
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