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Political aide to the governor of Gilan Province in northern Iran: Air defenses in Rasht shot down a small hostile drone flying over the city
Israeli media: The presence of General Qaani at the “victory celebrations” in Tehran puts an end to the rumors and earlier reports claiming he had been assassinated
Israeli media: There is division within the US administration itself over the extent of what the strikes on Iran’s nuclear facilities actually achieved
Israeli media: US intelligence also says Iran’s centrifuges remained largely intact
Israeli media: Netanyahu and Trump celebrated too soon, as US intelligence says Iran’s uranium stockpile was not damaged
Israeli Channel 13: The objectives set by Netanyahu for the operation against Iran have not been achieved
Early US intel assessment suggests strikes on Iran did not destroy nuclear sites, CNN reports, citing sources
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Pezeshkian: History will not forget how Iran’s enemies broke their pledges and agreements, resorting to aggression and invasion even during negotiations
Israeli media: Between 14 and 16 soldiers were injured in the incident, which reportedly involved two separate units at the brigade and division level

Why Trump's tariffs risk undermining US AI, chipmaking goals: FT

  • By Al Mayadeen English
  • Source: Agencies
  • 18 Apr 2025 17:04
2 Min Read

Even minor components sourced abroad can delay massive data center projects like the $500 billion Stargate initiative led by OpenAI, Oracle, and SoftBank.

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    A semiconductor silicon wafer fabricated with multiple microchip microprocessors is at the school of microelectronic engineering at the Rochester Institute of Technology in Henrietta, N.Y., on Monday, April 14, 2025 (AP Photo/Ted Shaffrey)

Donald Trump's aggressive tariff agenda may jeopardize his goal of turning the US into a global leader in artificial intelligence and domestic chip production, according to a report by the Financial Times.

Industry executives and analysts warn that rising costs and supply chain disruptions, caused by high tariffs, especially on Chinese imports, threaten efforts to expand US-based computing infrastructure. These hurdles come just as tech giants like Microsoft, Amazon, Meta, and Google plan to invest $300 billion in AI data centers in 2025.

"The economic uncertainty induced by Trump tariffs could become the single largest barrier to American AI supremacy," said Sravan Kundojjala of consultancy SemiAnalysis.

While Taiwan Semiconductor Manufacturing Company has pledged $100 billion to expand US chipmaking capacity, those projects rely on a global network of suppliers. Even minor components sourced abroad can delay massive data center projects like the $500 billion Stargate initiative led by OpenAI, Oracle, and SoftBank.

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Tariffs — some as high as 145 percent on Chinese goods — have inflated construction and operating costs. Research group Altana estimates China-specific tariffs alone could raise annual US data center costs by over $11 billion.

Adding further uncertainty, the US has launched a Section 232 investigation to examine national security risks tied to importing semiconductors and electronics. The process could take up to 270 days and may result in new restrictions or tariffs.

Even if some chip imports are exempt, analysts say the global nature of semiconductor manufacturing means costs will still rise. AI GPUs, often produced in Taiwan or South Korea, are tested, packaged, and assembled across multiple countries before arriving in the US, typically integrated into servers or devices.

"The threat of the US kneecapping itself in the ability to rebuild onshore manufacturing is real," said Kundojjala.

  • US tariffs
  • tariffs
  • TSMC
  • semiconductors
  • China

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