蘑菇AV

There are scenarios where supplies could be disrupted, such as the war in Taiwan. But a major, enduring shortage is unlikely. Electricity capacity could be a longer-term problem. Data centers accounted for about 4% of US electricity consumption in 2024, according to the US Department of Energy. But by 2028, this figure could rise to 12%.

G7 nations, Australia, Ireland, the Netherlands, New Zealand, South Korea, and Taiwan are exempt. Politicizing AI: Nvidia says government supply regulation 鈥渢hreatens to derail innovation and economic growth worldwide鈥� and would 鈥渦ndermine America鈥檚 leadership.鈥�. While the company rebuked Biden鈥檚 export rules, it also shared praise of Donald Trump鈥檚 former and future administrations, per The Verge.

The hikes range from 29% to 45% in Australia, Malaysia, New Zealand, Singapore, Taiwan, and Thailand and face strong customer reprisal. The change is particularly relevant in Australia, where Microsoft 365 Personal yearly subscriptions jumped to AUD159 from AUD109 (to $105 from $72). The company said price changes would not affect business or enterprise customers.

With profits down and factories years away, Foxconn says tariffs are a major obstacle for companies navigating rising costs and supply chain instability.

Australia, France, New Zealand, the UK, Taiwan, and the EU have banned TikTok on government devices. India, once its largest audience, banned the app in 2020 after a dispute with China. Canada鈥檚 move to shut down TikTok鈥檚 offices pertains to its owner ByteDance鈥檚 connection to Beijing and concerns over data security. However, that shutdown makes it tougher for the government to address its concerns.

Sustainability awareness is high in Asia-Pacific, where the majority of consumers are open to spending more on eco-friendly products. How can brands and retailers capitalize on the green opportunity鈥攚hile also doing good for the environment?

The startup鈥檚 custom AI training chip will be built through Taiwan Semiconductor Manufacturing Company (TSMC) foundries. While waiting for its own hardware plans to solidify, it will use AMD鈥檚 AI hardware alongside existing Nvidia servers.

Our take: Amazon鈥檚 and the US government鈥檚 support for Intel鈥檚 foundry business could make it an attractive option for domestic AI hardware production, especially as geopolitical tension between China and Taiwan threatens supply chains.

If Beijing follows that path it would represent a major escalation of its unreliable entities tool, which has previously been used against American defense contractors over arms sales to Taiwan. Why now? The move comes at a time when China is under growing scrutiny of its labor practices.