Could Tariff Uncertainty Impact the AI Buildout?

• Companies require certainty to make long-term investment decisions in manufacturing, data centers, and AI infrastructure.
• Tariffs are seen as a deterrent to both foreign investment in the US and the export of American AI technology.
• The tech industry urges the administration to resolve tariff uncertainty quickly to support growth in key strategic areas.

The discussion highlights how trade uncertainty and tariffs, particularly under the Trump administration's policies, negatively impact the tech industry's ability to invest in critical areas like AI, manufacturing, and data centers. Jason Oxman emphasizes the need for certainty to foster both domestic and foreign investment and facilitate the export of American AI technology.