The artificial intelligence industry does not know whether Trump has just killed GPU

Artificial intelligence companies cannot know if Trump’s tariff is about to cancel them – and the fact that no one has a clear answer is to send it, and the technology industry in general, to the cycle of confusion.

Markets are in a state of chaos. NVIDIA decreased by 7.59 %, TSMC decreased 7.22 %. In San Francisco, the sources tell us that this is not a big problem. But in the capital, people feel panic. The main question is whether graphics processing units – graphics processing units that are decisive to computing artificial intelligence and other industries – are exempt from Donald Trump’s tariff, and the answer is very mysterious.

Inside artificial intelligence laboratories, researchers expect their industry be given a tariff. “I completely expect this to be a position as Trump once again gives companies that are seen as an important/next to him/whatever the pass of a hall,” similar to what the president did with Apple during his first term, said one source inside a laboratory of the main artificial intelligence. freedom.

However, in Washington, no one seems to be sure of the current play. The Trump administration has determined an exception to the semiconductor potatoes in the heart of the graphics processing unit, but at the present time, it appears that the full electronic products containing chips are subject to definitions. And companies that need graphics processing units for machine learning, deep learning, actual time processing, and much more not only require the slide, but the entire device built around it. “Most of Amnesty International Graphics Units are, I think, they are not imported as chips, but as an extermination, to a large extent from Taiwan,” Chris Miller, a professor at the University of Tatz and author of a book ” Chips War: Struggle for the most important technology in the world, He said freedom In an email. “Therefore, this is supposed to face this 32 % Taiwan tariff rate,” is currently scheduled to reach April 9.

Usually, government agencies may be able to explain what is happening. But when clarity, NIST Public Affairs official, the agency in the Ministry of Commerce supervises the Law of Chips – an investment of $ 50 billion in building chips manufacturing factories on American soil – directed freedom To the White House. The White House did not immediately request the request for comment. The American commercial representative, the agency responsible for establishing and implementing the president’s tariff strategy.

While the SF crowd is optimistic about obtaining exemptions, the technical pressure groups in Washington are closer to chaos that is the second administration Trump, and it is very familiar with the presidents of the president’s mercury and transitional nature, especially against the technology industry. The fact that the customs tariff is very vague and it seems that it is randomly thrown – in fact, Legitimacy It was created by artificial intelligence – it only adds to their fears. “Everyone asks for clarity” from the administration. freedom. “Until now, people say they think we are fine, but they are not sure yet.” This is not exactly that a ringing ringworm of GPU’s tariff exemptions.

GPU’s confusion wanders beyond the artificial intelligence industry, hitting major technology companies that store thousands of these devices in databases throughout the country. Amazon, Google and Microsoft depends on accessing graphics processing units to support the billion dollars of cloud structures. It is clear that the market is not confident that the summary of its saying will work to stiff these definitions: the so -called “Seven Magnificent”, which includes the three companies above, they have It lost more than 1 trillion dollars on the market Value since the announcement of definitions. (Google and Microsoft spokesman refused to comment on this story.)

The artificial intelligence industry has a reason to believe that Trump may prefer this in particular. Just a few months ago, Sam Altman from Openai and other executives of technology at the White House stood alongside the President Stargit announcedThe data center’s infrastructure project worth $ 500 billion is dedicated to meeting Altman’s “more account”. However, the condition of the currently unclear graphics processing units as well as the inability to predict Trump’s definitions in general, can shake their trust – or at least means they must renew attempts in favor of Trump.

GPU Juggernaut Nvidia seems to have started transferring manufacturing to the United States, which it hopes to help isolate them from the definitions. Reuters Last December was reported, for example, that the finishing touches have been put on plans to produce GPU Blackwell Ai at the TSMC ARIZONA factory, which aims to start making chips this year. The CEO of Nvidia Jensen Huang alluded to this partnership in A. The last investor is a question and answer: “We affect many different places. We can transform things around. Customs will have a simple effect for us in the short term.

The same cannot be said to the resident intelligence laboratories, the superior cloud service providers, or even medium computers builders-all of them may It ends up with a large -scale payment For GPU. Miller said: “Nothing of this is impossible, but trying to produce each of the electronics supply chains locally will lead to an amazing increase in cost, especially in the short term, given that some capabilities are not simply locally.” This does not take into account the definitions of raw materials needed to build these machines and plants, or any reprisal measures: Friday, for example, China has announced a new set of export restrictions on rare ground minerals, which are decisive to manufacture electronics. The United States is currently importing 90 percent of rare Earth minerals from China.

“If the definitions do not change, we must prepare for a significant increase in the price of electronics,” Miller added.

But in the end, Fealty to Trump may be more important than calling for the mind. Amazon Founder Jeff Bizos has pledged loyalty to the new administration, which is important for anthropologist, because it offers some of his account through Amazon. These deals are fragile, though. One critical story in Bezos paper Washington Post Amazon (and the bond, human) can lose a tariff, for example. Antarbur is also the sources of some of its account through Google; Along with Bezos, the CEO of Alphabet Sundar Pichai joined the technical billionaires behind Trump in his inauguration.

There are other factors that can cause problems in these companies indirectly, of course – such as the United States that is pushed to a recession destroying the technical economy. “The effects of the second arrangement of definitions can be bad,” added the source of the artificial intelligence laboratory.

The market seems to mobilize technology leaders. A group of technology executives and finance leaders on their way to Trump’s private resort, Mar Lago, According to For journalist Kara Swecher. It seems that the goal is to find some meaning in these definitions – and perhaps some exemptions.