DigitalBridge CEO Says Tariffs May Delay AI Component Supply
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DigitalBridge Group Inc. Chief Executive Officer Marc Ganzi said the effects of tariffs on artificial intelligence infrastructure are limited, but may cause delays in the supply of specialized components from abroad.
“I think it’s early innings in terms of what the impact will be,” Ganzi said at the Bloomberg Invest conference in New York on Wednesday. Tariffs could impact AI infrastructure in and around specialized components from places like Taiwan, Korea and Germany, he added.