Black Monday Hits AI as Tariffs Take Over the Tech Industry

Trump’s tariff war is a tax on the U.S.-built AI infrastructure, a cost passed to the U.S.-based developers, and a policy whose math may have been lifted from the very AI models it threatens to make unaffordable.
“The United States of America is the leader in AI, and our administration plans to keep it that way,” said Vice President J.D. Vance at the Artificial Intelligence Action Summit in Paris. The message was meant to project confidence about America’s position in global technology. But just weeks later, the administration’s own trade policy has put that leadership under pressure. With Donald Trump back in the White House, tariffs are once again at the center of U.S. economic strategy. This time, they’re aimed not just at China, but at the core of the AI industry itself. The White House says the goal is to bring more tech manufacturing back to the U.S. But the reality is more complicated because building and running advanced AI still depends heavily on hardware made overseas, espec
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Anshika Mathews
Anshika is the Senior Content Strategist for AIM Research. She holds a keen interest in technology and related policy-making and its impact on society. She can be reached at anshika.mathews@aimresearch.co
25 July 2025 | 583 Park Avenue, New York
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