President Trump’s tariff policy can reshape the artificial intelligence (AI) landscape in the United States and globally. In the short term, these measures can weaken US competitiveness against China. But in fact, will prove advantageous to the entire american AI ecosystem over the long-term.
The policy imposes a 10% baseline tariff on all imports, with higher rates for specific countries: 34% on China, 32% on Taiwan, 25% on South Korea, 46% on Vietnam, and 24% on Japanese goods. The AI ecosystem includes these countries because they develop a significant portion of the affordable hardware components.
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