Nvidia may avoid recent tariffs on its AI servers — 60% of Nvidia servers pass through Mexico, may be exempt from Trump tariff flurry

Nvidia CEO Jensen Huang
(Image credit: Taitra)

Around 60% of Nvidia's DGX and HGX AI datacenter servers may completely avoid recent U.S. tariffs, thanks to their production in Mexico. Stacy Rasgon, writing for Bernstein Private Wealth Management and one of the market's top chip analysts, found that the majority of Nvidia's datacenters going to U.S. hyperscalers might just arrive tariff-free.

In a memo sent to Bernstein clients, Rasgon highlighted fears from investors over the oncoming fate of Nvidia, as while semiconductors have been largely exempted from the "Liberation Day" tariff sweep, server hardware has not. "Analysis suggests the majority of [Nvidia's] US AI server shipments likely come from Mexico," writes Rasgon.

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Sunny Grimm
Contributing Writer

Sunny Grimm is a contributing writer for Tom's Hardware. He has been building and breaking computers since 2017, serving as the resident youngster at Tom's. From APUs to RGB, Sunny has a handle on all the latest tech news.

  • passivecool
    Go team orange! :crazy: :crazy: :crazy: :rolleyes::censored:
    Reply
  • TechNomad
    They will not allow this bubble to pop until absolutely necessary; the majority of the S&P 500 depends upon that sweet AI investment money.
    Reply