<ul><li>The majority of semiconductors, which are crucial for AI, are exempt from recent tariffs, but other components may not be.</li><li>Nvidia's non-exempt AI products could face cost impacts from tariffs without supply chain adjustments.</li><li>Despite semiconductor exemptions, materials and components needed for AI data centers are not tariff-free.</li><li>Questions remain about how tariffs will affect modules and cards that include semiconductors.</li><li>Nvidia primarily sells boards containing chips along with other components, which may not be exempt from tariffs.</li><li>Companies like Nvidia and AMD are assessing the potential impacts of tariffs on their broader ecosystems.</li><li>CEO Jensen Huang mentioned the possibility of onshoring production to mitigate tariff effects.</li><li>US manufacturers could see demand issues in international markets due to retaliatory tariffs.</li><li>Global tariff implications could increase costs for semiconductor startups like Retym, affecting end customers.</li><li>Tariffs risk delaying companies' financial metrics in AI development and profitability.</li></ul>

Building AI is about to get even more expensive — even with the semiconductor tariff exemption

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