Logan Bartlett: AI hardware supply chains will suffer from tariff disruptions
Logan Bartlett · What the New TARIFFS Mean for Tech | Logan Bartlett on TBPN April 7th · Apr 10, 2025 · at 10:00
Logan Bartlett (Redpoint Ventures) responds to claims that AI and defense are insulated from trade policy, arguing that underlying hardware and data center components will be disrupted.
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“There's so many complicated pieces of the puzzle from an AI standpoint that that I think it's going to be hard to disassociate the aggregation that is what's being tariffed into AI. And in talking to people over the weekend that are exposed to these large model companies I think there's a real, real concern about what this is going to do to those businesses and their ability to access the different things that they ultimately need. And it could be everything from, I don't know, cooling to different server types and all these different pieces are a part of a big chain. And so I will think there, I do think there will be a flight to those things in some ways, but I I'm hesitant to say that they're not going to be impactful. I actually think, especially the way at least this has been messaged thus far, it feels like there's going to be a lot of different inputs that ultimately cause a bunch of issues no matter what the end market is, be it defense or be it robotics or be it AI.”
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