Canada’s Energy & Minerals Kill U.S. AI Empire - Trump’s 100% Chip Tariff Just Blew Up in His Face

18 days ago
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Canada’s Energy & Minerals Kill U.S. AI Empire - Trump’s 100% Chip Tariff Just Blew Up in His Face

I’ve been digging into Trump’s latest tariff showdown with Canada, and it’s not just another trade dispute — it’s a collision course with America’s own energy and AI ambitions. Right now, U.S. data centers for AI are set to consume up to ten times more power than anything we’ve seen before, and guess who supplies over 90% of America’s imported electricity? Canada. From oil, gas, uranium, to critical minerals like nickel and germanium, Ottawa holds cards that Washington can’t easily replace. Trump’s sweeping tariffs — up to 100% on semiconductors and as high as 50% on goods from dozens of countries — might play well in a rally speech, but they’re clashing head-on with the resources America needs to keep its tech and manufacturing engines running. As negotiations stall, Canada is quietly diversifying its markets, redirecting exports, and signaling that it won’t be bullied into a bad deal.

How Trump’s threat of 50% tariffs on copper could hurt America’s AI ambitions - Marketwatch July 9, 2025

0:00 - 22:42 Canada’s Energy & Minerals Kill U.S. AI Empire
22:42 - 31:03 Trump Rages as His Tariff on Canada Hits the U.S. Hard
Opening
1. Direct economic impact
2. 35% tariffs targeting Canada and strategic responses
3. Weaknesses in Trump’s tariffs
4. Symbolic impact and trade diversion
5. Image and diplomatic fallout

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