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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
Trending Stocks Today | La Rosa Holdings Soars 78.16% Pre-Market
The Worst Could Well Be Over for the Stock Market. Moves to Make Now. -- Barrons.com
United Airlines Reports Best First Quarter in Five Years, Expects 'Resilient' 2025
Palantir Options Spot-On: On April 15th, 990.67K Contracts Were Traded, With 3.49 Million Open Interest
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Daily short sale tracking: Ford Motor's short volume increased by 9 million, with a short sale ratio of 13%