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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%.
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List of cloud penetration stocks [Ichimoku Kinko Hyo - List of cloud penetration stocks]
○ List of stocks that exceeded the cloud market Code Stock Name Close Leading Span A Leading Span B Tokyo Main Board <2168> Pasona 2155 2072.25 2063 <2292> S FOODS 2610 2419.25 2530 <2784> Alfretta 210220 41.75 2075 <3087> Doutor Nikko 2743 2394.52 366 <3139>
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