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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%.
Synopsys Is Maintained at Overweight by Keybanc
Mizuho Maintains Outperform on Synopsys, Lowers Price Target to $600
Synopsys Analyst Ratings
KeyBanc Maintains Synopsys(SNPS.US) With Buy Rating, Cuts Target Price to $555
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Buy Monopoly Only : Wrong. How did you arrive at 30. Look at its capital expenditure acquisition scale, why it needs to continuously acquire every year, because of Moore's Law, it must constantly innovate or it will be eliminated.
韭菜变主力 OP Buy Monopoly Only : FY2025 concensus EPS is expected to be about 14.94.