Big Tech does a delicate dance as Trump tariffs loom

Big Tech companies are strategically navigating Trump's trade war to mitigate its impact. The U.S. tech sector relies heavily on importing electronics and AI chips, primarily from China and Taiwan. Nvidia recently pledged a $500 billion investment in U.S. AI infrastructure, including new factories. This follows Apple's previous $500 billion investment announcement in the U.S. These investments may help these companies avoid the full force of Trump's tariffs, as Trump claimed credit for Nvidia's decision. Apple also appears to have secured a temporary exemption for smartphones and laptops from tariffs. The U.S. imports a significant portion of its smartphones and laptops from China. While the trade picture seems to be improving, the new tariff rates remain uncertain. Despite overtures to the White House, Meta still faces an antitrust trial that could force it to sell Instagram.