<ul><li>The Trump administration’s tariff policy is creating uncertainty in the AI industry.</li><li>While digital goods remain unaffected, AI's hardware components face challenges due to tariffs.</li><li>Major software companies have not observed changes in demand yet.</li><li>Nvidia faces potential challenges in sales to China due to licensing requirements.</li><li>The company plans to invest in manufacturing AI supercomputers in the U.S., aiming for resiliency.</li><li>S&amp;P Global Market Intelligence notes a shift in tech investments due to geopolitical tensions and tariffs.</li></ul>

Tariff Uncertainty May Be Reshaping AI Investment Landscape

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