As we mentioned earlier, the early days of a US government change invovle a lot of new orders and announcements. After a week in office the current US administration announced a plan to impose import tariffs on Taiwan for a variety of goods, including pharmaceuticals, steel, and chips. The tariff was reported to be 25% but could be as high as 100%. In further comments the president said the goal of the move was to lure companies back to the US to manufacture chips domestically. However, the CHIPS Act was specifically called out as being problematic because it simply gave money away instead of punishing companies with additional taxes to change their behavior. This is definitely a developing situation but lets dive in. Al, what's the ultimate goal here? This and more on the Gestalt IT Rundown.

Time Stamps:

0:00 - Welcome to The Rundown

1:23 - Pure Storage Gets Hyperscale Win

4:31 - Salt Typhoon Probe Potentially Disrupted

7:47 - AI Gets Trapped in a Maze

11:35 - Swedes Seize Ship Slashing Subsea Stuff

14:56 - OpenAI Announces Operator Agent AI

18:23 - DeepSeek Causes Deep Thoughts Among Tech

23:53 - TSMC Tariffs Could Cause Chaos

31:40 - The Weeks Ahead

33:12 - Thanks for Watching

Hosts:

Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/

Alastair Cooke: https://www.linkedin.com/in/alastaircooke/

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