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A deep dive on 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 (Dylan Patel/SemiAnalysis)
Dylan Patel / SemiAnalysis: A deep dive on 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 on 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.
