Sweeping global tariffs announced by US President Donald Trump this week will significantly raise the costs of renewable energy, making it harder for US Big Tech companies to meet their data center energy needs.
Although the clean energy tax credits implemented under President Joe Biden sparked a resurgence of investment in domestic climate tech manufacturing, the renewable energy industry is still predominantly reliant on imports of hardware such as solar panels, wind turbine components, and EV batteries — and will be for the foreseeable future. The new tariffs hit China and Southeast Asian countries that are critical suppliers of those goods particularly hard.
Källa: Trump’s tariffs are a major setback for AI