Reference Message Network reported on April 15 that according to a report from the UK Financial Times website on April 10, Silicon Valley's bet on Donald Trump seems to be turning out very poorly. Apple Inc., NVIDIA Corporation, and Tesla, Inc. have become the biggest victims of Trump's attacks on the global trade system due to the impact on complex electronic product supply chains. Moreover, with the possibility of tariffs on computer imports, the most advanced artificial intelligence model training may have to be conducted outside the United States. Trump's temporary suspension of the reciprocal tariff policy allowed the market to rebound temporarily, with Apple, NVIDIA, and Tesla regaining $1 trillion in market value. However, the renewed pressure on tech stocks on the 10th reminded people that the underlying problems causing trade volatility had not been fully resolved. America's technology industry has grown during the era of globalization and is completely influenced by it. For some famous leaders in the tech community, betting on the "Make America Great Again" movement seems risky, as its nationalism and isolationism conflict directly with many interests within the tech sector. The losses caused by this conflict go far beyond the direct impact of supply chain disruptions during a trade war. The openness of the global digital market, combined with the free flow of data, has contributed to U.S. dominance in the consumer internet and cloud computing sectors. In 2023, the U.S. trade surplus in information and communication technology services was $30 billion, and the net benefit from trade surpluses in all digitally deliverable services reached $267 billion. This does not include the substantial profits American tech companies earn from overseas sales, which are not reflected in official trade data, such as Apple's profits from iPhone sales in China or Google's search ad revenue in Europe. Trade crises make these enterprises vulnerable targets for retaliation—this risk will inevitably reappear with future trade tensions. Other interests within the tech community starkly contrast with the essence of the "Make America Great Again" movement. Silicon Valley has long benefited from the ability to attract the world's brightest computer scientists. Earlier this year, Elon Musk and supporters of the "Make America Great Again" movement publicly quarreled over immigration issues, reminding everyone that the conflict remains unresolved. Perhaps most destructively, Trump's attacks on the global trade system may weaken the long-term trust allies and partners have in the U.S. International customers of Silicon Valley will seek to reduce reliance on American technology in strategically important technologies related to national security. Europe is already seeking alternatives to U.S.-dominated cloud computing infrastructure. China has long sought to break America’s global technological dominance, hoping to replace it with favorable alternatives for domestic tech companies. In the future, as traditional U.S. allies begin to diversify their technology suppliers, alternatives to American technology will possess a more mature international market. (Translated by Pan Xiaoyan) A woman taking a picture of Tesla Cybercab at the Brussels Auto Show 2025. (Photo by Zhao Dingzhe) Original article: https://www.toutiao.com/article/7493511227679785498/ Disclaimer: This article only represents the author's personal views. Please express your attitude by using the "like/dislike" buttons below.