US President Donald Trump’s new customs tariffs began to interrupt the plans of technology giants. These tariffs will reshape capital expenditures of major technology companies, especially affecting data center expenditures.
Trump’s customs tariffs can reduce data center investments
Technology giants such as Microsoft, Amazon, Oracle, OpenAI and Softbank planned to make large data center investments, but increasing costs will make these projects difficult. Trump’s new tariffs; China, Taiwan and South Korea, such as important technology equipment suppliers brought serious tax loads. This will especially affect the data center equipment and will lead to a delay of investments.
The import of data center equipment is a large part of electronic products, the second largest imports of the United States. These equipment are especially imported from China, Taiwan, Mexico and Vietnam. Analysts say that new tariffs will make this import more expensive and that this situation may restrict capital expenditures of major technology companies.
Especially Microsoft is expected to adopt a more cautious approach in data center investments. According to sector resources, the company may postpone its projects under the influence of high tariffs or search for ways to reduce costs.
Amazon is thought to have a similar attitude. With the effect of tariffs, data center construction costs are expected to increase, but there is no definite consensus on how big this increase will have.
These increased costs can delay not only data center expansion, but also the adoption of artificial intelligence technologies. OpenAI, Softbank and Oracle launched jointly by companies such as the $ 500 billion Stargate Data Center project is already in danger because of these tariffs.
In addition, these tariffs can pose a threat to cloud services providers. So what do you think about this? You can share your opinions with us in the comments section below.
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