Trump introduces 25% tariff on export of chips, including Nvidia H200, AMD MI325X — figure could increase in the future

The Trump Administration has announced a 25% tariff on the export of chips, including Nvidia H200 and AMD MI325X, with the possibility of increasing the figure in the future. The tariff aims to promote domestic usage and production of advanced chip technology, exempting certain domestic applications like datacenters and startups. Exporters must now prove domestic demand is met before shipping chips abroad, preventing circumvention of export restrictions. The measures could impact non-US datacenters and require AI players to pay extra for chips in regions like Europe and India.