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Fortune
Fortune
Sharon Goldman

Here’s why tariff shock could hit AI’s data center boom

(Credit: Jim Lo Scalzo/EPA/Bloomberg via Getty Images)

As President Trump sent the world into tariff turmoil over the past week, many AI watchers were relieved that the White House carved out an exemption for semiconductors, the critical components that power generative AI services like ChatGPT and Gemini.

But while Trump spared the chips (at least for now), the burgeoning AI industry may not necessarily slip away unscathed. The massive data centers running AI services have lots of exposure to tariffs beyond silicon chips, and according to industry experts, the impact to AI could be felt in several important ways.

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