Silver Lining: Nvidia has been significantly impacted by the tariffs introduced by Donald Trump on April 2. The company sources nearly all of its GPU products from TSMC and is likely to face price increases in the near future. However, according to market analysts, data center servers for AI workloads could partially avoid the new tariffs.
The technology industry is still grappling with the aftermath of the new economic policy imposed by the US administration on its traditional partners and competitors. Meanwhile, analysts are trying to determine whether some of the most popular tech stocks could show resilience in the face of the resulting financial shock.
According to Stacy Rasgon, senior analyst at Bernstein Research, a majority of Nvidia’s AI data center servers may, in fact, avoid the recently introduced Trump tariffs.
The potential impact of tariffs on Nvidia’s AI data center products has been one of the most frequently asked questions since Trump’s announcement, Rasgon noted. So far, semiconductor products have been exempt from reciprocal tariffs, the analyst explained. However, Nvidia primarily sells
Nvidia AI servers coming from Mexico could be partially exempt from Trump’s tariffs
