#USChinaTensions Despite the fact that the trade war between the US and China is not new, 2025 is undoubtedly the year of the great disconnection. HP plans to manufacture more than 90% of its products for the US outside of China by the end of the year.

On the other hand, Microsoft will invest 80 billion in AI data centers on US soil. And Nvidia, although it is crying inside due to the H20 ban, will allocate 500 billion over four years to build AI infrastructure in Arizona and other states.