Impact of 2025 U.S. Tariffs and Export Restrictions on the HPC and AI Infrastructure Markets

This IDC Market Note highlights the impact of recent U.S. tariffs on the HPC and AI infrastructure markets. The 2025 U.S. tariffs are exerting significant pressure on the HPC and AI infrastructure markets. Vendors across the ecosystem are encountering increased costs, supply chain disruptions, and pricing challenges. In response, many are restructuring their supply chains, renegotiating vendor contracts, and adjusting pricing strategies to protect margins and ensure the continuity of AI product delivery. This IDC Market Note highlights some responses made by the vendor categories in the performance-intensive computing market.