A recent report highlights that new tariff policies are threatening the global data center market by increasing construction costs. Major players like Amazon Web Services (AWS), Google Cloud, and Microsoft Azure are facing challenges as tariffs on materials like steel and aluminum drive up expenses, potentially impacting expansion plans.
The additional costs are leading to delayed projects and squeezed profit margins, which may slow the aggressive cloud and AI infrastructure investments expected through 2030. Industry experts say countries with local sourcing capabilities, like India and Vietnam, may benefit from this shift in strategy.
Source: GlobeNewswire
