Focus on stocks from Microsoft, Google, Apple & Co.: Do you brake the AI ​​boom?

• Puneral tariffs endanger investments in billions
• Smaller AI companies threaten to suffer from funding gaps
• Trump wants to increase jobs in the USA

Artificial intelligence was considered the draft horse of the next wave of technology – but Donald Trump’s massive customs plans could now be difficult to slow down the industry. Because what should be an economic policy blow for China turns out to be an enormous growth brake for the American AI industry. The industry is facing a new phase full of turbulence and doubts, warns the US news website Axios.

The market participants are increasing

The most important actors – from Openai to Elon Musks Xai to Google and Microsoft – rely on cheap infrastructure: data, energy and specialized hardware at the lowest possible prices. This is exactly what could become a problem in the future. Billions have been invested in the industry in recent months. With the return of protectionist trade measures such as tariffs by US President Donald Trump, the uncertainty is now growing – investors could become more reserved, financing. With a view to a possible trade war, already doubting risk capital providers could rather wait for the industry instead of continuing to push billions in, Axios notes. This also believes Scott Bickley, advisor to the Info-Tech Research Group. According to him, further immense investments in AI should be absent due to the uncertainty regarding the tariffs, according to Fortune.

Automation as a solution?

Meanwhile, however, AI companies come under pressure to generate faster sales in a difficult economic environment. According to Axios, the hope that companies in a recession increases increasingly on automation in order to save costs. But Ki would have to deliver broadly used solutions much faster. At the same time, Trump aims to move industrial production back to the United States. “The President wants to increase the jobs in the processing business here in the United States. He wants them to come back,” said press spokeswoman Karoline Leavitt. However, people would not do people, but automated systems in the future – according to the Minister of Commerce Howard Lutnick, the jobs would be more likely to be maintained and technology.

It remains questionable whether Donald Trump can be successful with his planned job Renaissance with the help of automation. Rather, there should be enormous uncertainty in the economic environment in which investments are slowed down and thus in particular smaller AI companies should be confronted with financing difficulties.

Experts shared opinion

As Axios note, the tech giants such as Apple, Microsoft or Google had enough capital to survive such times. However, it could be very difficult for smaller companies. Gil Luria, Managing Director and Head of Technology Research at Da Davidson & Co.: “Data centers were built either by technologies who used the best business environment of all time, or from financially manipulated companies such as CoreWeaven, which were based on the financing of expansion on Ramsch bond. makes that they want to continue to invest excessively in data centers, and the companies dependent on Ramsch bonds may not have access to the capital markets at all. ” According to Bickley, there is also a lack of predictability: “If CEOs feel paralyzed in view of the hourly changing US trade policy, there is a real danger that proactive cuts in current plans and throughout the company will be carried out”.

But not all experts are so pessimistic. For example, Daniel Newan, CEO and senior analyst of the Futurum Group, told Fortune: “I think that data centers are currently among the areas that are least affected by tariffs”. And further: “Technology companies with surgical leverage and high investment expenditure could even double their investments in AI, since they can both increase efficiency and offer the opportunity to assert themselves against financially weaker competitors who may be more affected by a possible deposition”.

In general, however, it seems difficult in the current situation to make predictions. “The short -term effects will be significant, and the long -term effects are unclear – and companies cannot plan long -term, since the customs sets will probably change constantly,” emphasized Chris Miller, author of “chip”.

Editor finance.net

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