semiconductor tariffs
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2025 by Brad Gerstner · across every show →
Everything said about semiconductor tariffs, oldest first
Feb 5, 2025 bearish
Gerstner: Semiconductor tariffs will slow US AI research and hurt tech leadership
“So that would be a tax on, on the NVIDIAs and AMDs and others, and it would be a tax on Meta and Amazon and all the folks that would have to pay that tax, which likely means that you get less chips purchased and less AI research, right? So if our number one go…”