The Trump administration’s aggressive trade measures—including a 125% tariff on Chinese goods and tighter AI export restrictions—have created new hurdles for the global AI industry. Companies like Nvidia face financial setbacks and supply chain challenges, while broader markets reel from increased uncertainty.

Hewlett Packard Enterprise has won a $1 billion AI server contract with Elon Musk's X platform, bolstering its position in the AI market. The deal, a milestone for HPE, highlights growing opportunities in AI-driven solutions and marks a major vote of confidence in their AI infrastructure business.