#18: What Trump's tariffs mean for AI - Nada Sanders

The Deep View: Conversations

I sat down with Dr. Nada Sanders, a distinguished professor of supply chain management at Northeastern University, to better understand the impact that tariffs and a trade war could have on the business and field of AI.

Episode Links:

• The semiconductor pipeline: https://datacenterpost.com/ais-hardware-hunger-the-global-semiconductor-supply-chain-under-pressure/
• The latest on the tariffs and trade war: https://www.bbc.com/news/articles/c62z54gwd22o
• Nvidia’s US push: https://www.thedeepview.co/p/nvidia-to-produce-500-billion-worth-of-supercomputers-in-the-u-s-for-the-first-time
• Apple’s US push: https://www.apple.com/newsroom/2025/02/apple-will-spend-more-than-500-billion-usd-in-the-us-over-the-next-four-years/

Outline:
0:00 – Intro
4:09 – The vulnerability of the AI supply chain
19:13 – Is it realistic to bring production back to the US?
27:31 – Innovation could plateau
34:04 – The challenge of navigating uncertainty, even if the tariffs come off

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Artificial intelligence is a complicated topic, bound by a number of complex threads — technical science, ethics, safety, regulation, neuroscience, psychology, philosophy, investment and — above all — humanity. On The Deep View: Conversations, Ian Krietzberg, host and Editor-in-Chief at The Deep View, breaks it all down, cutting through the hype to make clear what's important and why you should care.