Building AI is about to get even more expensive — even with the semiconductor tariff exemption

While the wafers that power AI chips are exempt from tariffs other components are not.

Michael Buholzer/Reuters

• Most semiconductors are tariff-exempt, but full products with chips inside may face tariffs.
• Without supply chain shifts, Nvidia's non-exempt AI products could see cost impacts from tariffs.
• On-shoring assembly of chips may mitigate tariff effects, but increase costs.

Most Semiconductors, the silicon microchips that run everything from TV remote...