The Financial Collapse of 2001 Unwinding Message Board

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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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From: elmatador	2/2/2025 3:50:39 AM
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On January 21, Trump announced, alongside the leaders of OpenAI, SoftBank, and Oracle, a $500 billion initiative to boost AI infrastructure in the US. Bang ! It announces tariffs on semicondtuors. President Donald Trump plans tariffs of 100% on semiconductors made outside the U.S . This will push data centers away from the United States. The Chart shows the value chain: 76% of it is In-rack. Processors and Connectivity. Data center operators can avoid the tariffs on semiconductors by moving abroad. Who will be affected? - Masayoshi Son's $100 billion risks not being feasible - DAMAC Properties founder Hussain Sajwani, has to reconsider the $20 billion proposed investment in US data centers - OpenAI Stargate also needs to review their proposed plans Satya Nadella says he’s ’good for $80 billion’ but might be invested elsewhere. - The G42, Khazna Data Centers, and their buddies Sudlows are all smiles receiving this gift from Trump's tariffs. Let's see if the president makes good on his threat.

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