Dylan Patel / SemiAnalysis:

A deep dive into what Trump's Liberation Day tariffs mean for AI infrastructure: how the tariffs work, the USMCA's GPU loophole, GPU/XPU global trade, and more  —  The buildout of AI infrastructure in the US has reached a macro-level scale, and ensuring continuous growth will require ample availability of capital.

Dylan Patel / SemiAnalysis:

A deep dive into what Trump's Liberation Day tariffs mean for AI infrastructure: how the tariffs work, the USMCA's GPU loophole, GPU/XPU global trade, and more  —  The buildout of AI infrastructure in the US has reached a macro-level scale, and ensuring continuous growth will require ample availability of capital.

Source: TechMeme
Source Link: http://www.techmeme.com/250410/p20#a250410p20