A deep dive on what Trump's Liberation Day tariffs mean for AI infrastructure: how the tariffs work, the USMCA's GPU loophole, GPU/XPU global trade, and more (Dylan Patel/SemiAnalysis)
https://semianalysis.com/2025/04/10/tariff-armageddon-gpu-loopholes/
http://www.techmeme.com/250410/p20#a250410p20
