Trump's Tariffs Herald Higher Costs for AI Boom
The new measures will hit a power industry already struggling to procure vital equipment.
Transmission towers at a PG&E Corp. electrical substation in Vacaville, California.
Photographer: David Paul Morris/Bloomberg
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Welcome to our guide to the energy and commodities markets powering the global economy. Today, reporter Naureen Malik looks at how US tariffs could stymie the grid upgrades needed for massive growth in AI.
Donald Trump returned to the White House in January with grand ambitions for AI. But America’s overloaded electric grids are frustrating Big Tech’s plans for hundreds of new data centers.