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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
Express News | Fortive Corp : BofA Global Research Cuts Price Objective to $71 From $88
Citi Maintains Fortive(FTV.US) With Hold Rating, Cuts Target Price to $69
BofA Securities Maintains Fortive(FTV.US) With Hold Rating, Cuts Target Price to $71
Fortive Is Maintained at Neutral by Citigroup
Citigroup Cuts Fortive Price Target to $69 From $84, Maintains Neutral Rating
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Cui Nyonya Kueh : Latest update: China retaliates.
Cui Nyonya Kueh :