How Trump Tariffs Would Push Big Tech's AI Data Center Costs Higher

Yahoo Finance03-31

Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Guavaxf30
03-31
Guavaxf30
Huawei just reported really good results. This is after the US targetted Huawei and virtually banned them from the US and any if their cronies like Canada. Firstly, Canada is now regretting becoming a crony if the US now. Secondly, Huawei is showing that they did not need the US after all. So perhaps, Trump's tariffs showed just be called. See how much he is bluffing? Or how much he is willing to destroy the US.

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2523163119?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-03-31 18:44","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2523163119","market":"nz","top_or_hot":-1,"title":"How Trump Tariffs Would Push Big Tech's AI Data Center Costs Higher","media":"Yahoo Finance","content":"<div>\n<p>Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Trump Tariffs Would Push Big Tech's AI Data Center Costs Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Trump Tariffs Would Push Big Tech's AI Data Center Costs Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-31 18:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0965509283.SGD","symbol_name":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","start_time":0,"source_url":"https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html","article_id":"2523163119","we_media_id":null,"thumbnails":[],"rights":{"source":"yahoofinance","url":"https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html","rn_cache_url":null,"customStyle":"img, svg { display: none !important; }","selectors":"article","filters":"","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2523163119","pubTimestamp":1743417865,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's tariffs could push those costs higher, analysts told Yahoo Finance, raising both the price of construction materials and data center equipment produced in targeted countries.Overall, CBRE estimates Trump's tariffs will raise construction costs for commercial projects by 3% to 5%. Steel, aluminum, and copper — products targeted by Trump — are the building blocks of data centers, used for the facilities' structures, electrical infrastructures, and cooling systems.\"As they [Big Tech companies] try to build out AI data centers, this is going to have an effect on their ability to do so,\" CSIS director of strategic technologies Matt Pearl told Yahoo Finance.\"In particular, the electrical components, such as transformers, has been a constraint on growth in the industry, to the extent many of those co","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","META":"Meta Platforms, Inc.","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","BK4612":"AI芯片","LU0234572021.USD":"高盛美国核心股票组合Acc","AMZN":"亚马逊","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","BK4614":"Manus概念股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","GOOG":"谷歌","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","MSFT":"微软","BK4561":"索罗斯持仓","BK4604":"机器人概念"},"translate_title":"特朗普关税将如何推高大型科技公司的人工智能数据中心成本","themeId":"8008952aba27260d87ddf89eebc8f695","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1.1,"META":1.1,"GOOG":1.1,"AMZN":1.1},"content_text":"Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's tariffs could push those costs higher, analysts told Yahoo Finance, raising both the price of construction materials and data center equipment produced in targeted countries.Overall, CBRE estimates Trump's tariffs will raise construction costs for commercial projects by 3% to 5%. Steel, aluminum, and copper — products targeted by Trump — are the building blocks of data centers, used for the facilities' structures, electrical infrastructures, and cooling systems.\"As they [Big Tech companies] try to build out AI data centers, this is going to have an effect on their ability to do so,\" CSIS director of strategic technologies Matt Pearl told Yahoo Finance. Amazon (AMZN), Microsoft (MSFT), Google (GOOG), and Meta (META) — so-called Big Tech hyperscalers that operate data centers around the country, some of which they own and some of which they lease — have said they will spend a cumulative $325 billion in 2025 as they rush to build out infrastructure.But Trump has implemented 10% tariffs on Chinese imports in addition to existing duties, and he plans to enact 25% tariffs on imports from Canada and Mexico April 2, as well as reciprocal tariffs on other US trading partners, potentially including Taiwan. On top of those country-specific tariffs, Trump said this week he would impose an import tax on internationally produced semiconductors \"down the road,\" though it's unclear what such duties would look like, as Yahoo Finance's Dan Howley wrote.In 2024, the US imported roughly $33 billion in computer parts from Taiwan, including Nvidia's (NVDA) GPUs, according to US trade data compiled by supply chain analyst and Michigan State University professor Jason Miller. US trade data also shows the country imported $43 billion in \"computers\" — a data classification category that includes data center servers —from Mexico and an additional $34 billion worth of the goods from China.In other words, lots of data center equipment used to operate facilities is coming into the US from Mexico, China, and Taiwan. Trump hasn't provided information on the level at which he will tariff goods from Taiwan.Then there are electrical components needed to build data centers.\"The supply chain has been constrained for years and getting access to the components necessary to build data centers and the infrastructure that supports data centers,\" Barclays analyst Brendan Lynch explained. \"In particular, the electrical components, such as transformers, has been a constraint on growth in the industry, to the extent many of those components are coming from overseas, that would increase the cost [of data center construction] if tariffs were implemented.\" Still, he said, data center operators are so hungry to build out their AI capacity that they may simply take the hit from tariffs to get ahead.Lynch continued: \"They will definitely spend more ... it's just going to affect the yield on the project for the data center developer [data center companies whose facilities are leased and operated by Big Tech hyperscalers] or it's going to cost the hyperscaler more if they're doing it internally.\"","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":419379483693112,"gmtCreate":1743419104668,"gmtModify":1743426651928,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"crmLevel":12,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"htmlText":"Huawei just reported really good results. This is after the US targetted Huawei and virtually banned them from the US and any if their cronies like Canada.&nbsp; Firstly, Canada is now regretting becoming a crony if the US now. Secondly, Huawei is showing that they did not need the US after all.&nbsp; So perhaps, Trump's tariffs showed just be called. See how much he is bluffing? Or how much he is willing to destroy the US.","listText":"Huawei just reported really good results. This is after the US targetted Huawei and virtually banned them from the US and any if their cronies like Canada.&nbsp; Firstly, Canada is now regretting becoming a crony if the US now. Secondly, Huawei is showing that they did not need the US after all.&nbsp; So perhaps, Trump's tariffs showed just be called. See how much he is bluffing? Or how much he is willing to destroy the US.","text":"Huawei just reported really good results. This is after the US targetted Huawei and virtually banned them from the US and any if their cronies like Canada. Firstly, Canada is now regretting becoming a crony if the US now. Secondly, Huawei is showing that they did not need the US after all. So perhaps, Trump's tariffs showed just be called. See how much he is bluffing? Or how much he is willing to destroy the US.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419379483693112","repostId":2523163119,"repostType":2,"repost":{"id":"2523163119","kind":"highlight","pubTimestamp":1743417865,"share":"https://ttm.financial/m/news/2523163119?lang=en_US&edition=fundamental","pubTime":"2025-03-31 18:44","market":"nz","language":"en","title":"How Trump Tariffs Would Push Big Tech's AI Data Center Costs Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2523163119","media":"Yahoo Finance","summary":"Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's tariffs could push those costs higher, analysts told Yahoo Finance, raising both the price of construction materials and data center equipment produced in targeted countries.Overall, CBRE estimates Trump's tariffs will raise construction costs for commercial projects by 3% to 5%. Steel, aluminum, and copper — products targeted by Trump — are the building blocks of data centers, used for the facilities' structures, electrical infrastructures, and cooling systems.\"As they [Big Tech companies] try to build out AI data centers, this is going to have an effect on their ability to do so,\" CSIS director of strategic technologies Matt Pearl told Yahoo Finance.\"In particular, the electrical components, such as transformers, has been a constraint on growth in the industry, to the extent many of those co","content":"<div>\n<p>Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Trump Tariffs Would Push Big Tech's AI Data Center Costs Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Trump Tariffs Would Push Big Tech's AI Data Center Costs Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-31 18:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","META":"Meta Platforms, Inc.","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","BK4612":"AI芯片","LU0234572021.USD":"高盛美国核心股票组合Acc","AMZN":"亚马逊","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","BK4614":"Manus概念股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","GOOG":"谷歌","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","MSFT":"微软","BK4561":"索罗斯持仓","BK4604":"机器人概念"},"source_url":"https://finance.yahoo.com/news/how-trump-tariffs-would-push-big-techs-ai-data-center-costs-higher-100030565.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2523163119","content_text":"Big Tech is set to spend hundreds of billions of dollars this year, much of it to construct huge data centers that will power the industry's artificial intelligence efforts. But President Trump's tariffs could push those costs higher, analysts told Yahoo Finance, raising both the price of construction materials and data center equipment produced in targeted countries.Overall, CBRE estimates Trump's tariffs will raise construction costs for commercial projects by 3% to 5%. Steel, aluminum, and copper — products targeted by Trump — are the building blocks of data centers, used for the facilities' structures, electrical infrastructures, and cooling systems.\"As they [Big Tech companies] try to build out AI data centers, this is going to have an effect on their ability to do so,\" CSIS director of strategic technologies Matt Pearl told Yahoo Finance. Amazon (AMZN), Microsoft (MSFT), Google (GOOG), and Meta (META) — so-called Big Tech hyperscalers that operate data centers around the country, some of which they own and some of which they lease — have said they will spend a cumulative $325 billion in 2025 as they rush to build out infrastructure.But Trump has implemented 10% tariffs on Chinese imports in addition to existing duties, and he plans to enact 25% tariffs on imports from Canada and Mexico April 2, as well as reciprocal tariffs on other US trading partners, potentially including Taiwan. On top of those country-specific tariffs, Trump said this week he would impose an import tax on internationally produced semiconductors \"down the road,\" though it's unclear what such duties would look like, as Yahoo Finance's Dan Howley wrote.In 2024, the US imported roughly $33 billion in computer parts from Taiwan, including Nvidia's (NVDA) GPUs, according to US trade data compiled by supply chain analyst and Michigan State University professor Jason Miller. US trade data also shows the country imported $43 billion in \"computers\" — a data classification category that includes data center servers —from Mexico and an additional $34 billion worth of the goods from China.In other words, lots of data center equipment used to operate facilities is coming into the US from Mexico, China, and Taiwan. Trump hasn't provided information on the level at which he will tariff goods from Taiwan.Then there are electrical components needed to build data centers.\"The supply chain has been constrained for years and getting access to the components necessary to build data centers and the infrastructure that supports data centers,\" Barclays analyst Brendan Lynch explained. \"In particular, the electrical components, such as transformers, has been a constraint on growth in the industry, to the extent many of those components are coming from overseas, that would increase the cost [of data center construction] if tariffs were implemented.\" Still, he said, data center operators are so hungry to build out their AI capacity that they may simply take the hit from tariffs to get ahead.Lynch continued: \"They will definitely spend more ... it's just going to affect the yield on the project for the data center developer [data center companies whose facilities are leased and operated by Big Tech hyperscalers] or it's going to cost the hyperscaler more if they're doing it internally.\"","news_type":1,"symbols_score_info":{"MSFT":1.1,"META":1.1,"GOOG":1.1,"AMZN":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2523163119","isCrawlerRequest":true}