Trump's support for artificial intelligence clashes with his customs fees on the equipment

US President Donald Trump pays close attention to artificial intelligence and data centers that support him, but in return, he imposes customs duties that threaten the costs for US businesses that invest hundreds of billions of rands in the construction of these centers. Data -Centers see a wealth by all standards, as technology giants from ‘Microsoft’ to ‘Amazon’, with each other and with China, compete for the leadership of artificial intelligence. This sector is currently an essential pillar in the growth of the US economy. However, the preparation of these centers after their construction is largely dependent on the equipment that is mostly imported, which makes them vulnerable to the commercial wars that can hinder its development. Trump has already imposed a 20% customs duties on China, and he regularly imposed fees of 25% on Mexico, the largest computer providers in the United States. Aluminum and aluminum fees were also long. There are plans to impose more customs duties, which can target countries that are one of the most important suppliers for producing data centers, especially in Asia, as well as some of the basic components that depend on it, such as semiconductors. Customs duties may not threaten databases the extra cost of major financial resources to achieve a boom in artificial intelligence, which is seen as the most important technological development in the current era. However, the announcement of the Chinese “Deepseek” model, which has shaken the financial markets with the promises of offering a cheaper artificial intelligence model, is another challenge for the industry. Projects may face costs or delays in implementation if the escalation of the trade war leads to disorders in supply chains. In this context, Nicolo Lumati, a BMI analyst for digital infrastructure, said Fitch Soltions said: “We believe that the imposition of customs duties worldwide could pose a major threat to US data centers market, given the dependence on a worldwide supply chain and components. Some of its most important decisions were an investment statement of $ 500 billion in artificial intelligence infrastructure by Softbank Group, Openai and Oracle. Businesses such as “Google” attached to “Alphabet” and “Meta Platfarms” unveiled new projects with hundreds of billions of dollars. Intelligence “. The trauma of customs duties, but the sector leaders are concerned about customs -trump duties, while analysts warn to bypass budgets and delay the timelines for the implementation of projects. It is difficult to determine the exact percentage of the equipment imported from outside the United States, and even the locally produced pieces and materials can see an increase in prices, an indirect impact observed during the trade war in Trump’s first state. The Trump administration is of the opinion that its plans to lower energy prices by bureaucracy and the improvement of production will help compensate companies for customs duties, a very important factor for producing data centers, as electricity is one of the biggest costs, according to an official in the White House. On the other hand, the electricity production companies, which are not seen by the electricity -tie data centers of their largest customers, see no indications of the decline in demand. Duke Energy and American Electric Power, one of the largest electricity producers, announced last month that the demand of this sector still offers ‘maximum’. According to Ben Bosher, the most important database and analysis of the supply chains at Wood Mackeenzie, the impact of customs duties on the electrical equipment used in data centers can be large. Bohar is estimated that the high cost of imports and local manufacturing, due to commercial policies that Trump has so far, will lead to an increase between 8% and 9% in energy transformers, 6% to 7% in electrical keys, 3% to 4% in electric cutters, and 6% to 7% in wires and electric Cable. The dependence on the Sector of Foreign Suppliers reflects a larger direction, as the United States is increasingly dependent on imported equipment of all kinds. This is a challenge for Trump’s goal of the trade war, which seeks to revive the local industry while reducing the trade deficit, as US companies that want to expand their productive capabilities locally are often forced to import the machines they need from abroad. The continued projects despite the challenges at the same time, US companies that sell equipment used in databases abroad have faced the risk of Trump policy. Customs duties can be imposed on their products by other countries, and these companies seek to make the possible restrictions imposed on their export of advanced technology as Trump decides to expand the extent of the restrictions imposed by his predecessor Joe Biden. So far, there are no clear indications of the decline in investment in the infrastructure of artificial intelligence. “Apart from cost pressure, the demand for new data centers is very large, to the point that the vast majority of the projects will continue, regardless of policy changes,” said Michael Bellman, president and CEO of the Associated Builders and contractures. Technology leaders in the United States maintain an abundance of cash dedicated to capitalist spending. Despite the sudden appearance of the “Deep Cick” model, an open -cost model that raised questions about current spending plans on databases and artificial intelligence, but major businesses showed no concern. ‘Microsoft’, ‘Amazon’, ‘Google’ and ‘Mita’, which are four companies under the so -called ‘The Seven Great’, recently increased its expected capital expenditure by about 32% compared to last year, according to Bank of America. In a report released in February, the strategy written by Ohsung Cone and Savita Supramian wrote that “it confirms that the capital spending cycle on artificial intelligence is still strong and has not yet been affected by the incidence of the deeply ill.” However, since anxiety about the effects of the trade war on the US economy and financial markets, even the most prosperous industries may not be immune to negative consequences. “The customs duties are taxes on imports, and its imposition means high prices. It applies to data centers exactly as it applies to consumer products or anything else,” says Patrick Lazada, director of World Policy at the “Telecommunications Industry Association”.