QCI #025 - Tariffs and AI

Tariffs, like customs duties and consumption taxes, are Import Taxes.

Trade wars are getting in the way of business innovation because U.S. tariffs are driving up the price of the hardware exported from Asia to the U.S. to build AI.

The pressure from tariff implementations continues to squeeze corporate margins and is causing trade-route adjustments.

Technology and AI-related valuation forecasts are being reduced for the next 12 months relative to the Tariff War forecasts, which is also capping funding on new AI start-ups.

Beyond direct import taxes, export controls and strict computing power limits continued to bottleneck international AI development, turning national computing infrastructure into a core geopolitical battleground, and adding to the Tariff Wars.

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