US Considers Exempting Big Tech from Chip Tariffs for AI Data Centers

• US administration mulls exempting Amazon, Google, Microsoft from semiconductor tariffs.
• Exemptions would apply to chips used in building AI data centers.
• Proposed carve-outs linked to TSMC's $165 billion investment in Arizona.
• Hyperscalers are investing billions in AI data centers requiring advanced chips.
• Plan is still under discussion and not yet approved by President Trump.