Fears of a data center bubble weigh on AI stocks, Nvidia also knocked by China

Markets slipped Thursday after Donald Trump announced a 25 percent tariff on all non-US-made cars starting April 2, rattling investors ahead of what he calls Liberation Day. Tech stocks tumbled, with Microsoft canceling data center leases and Nvidia facing geopolitical pressure from Biden-era AI export rules, especially with 10 percent exposure to China. But here’s the packaging industry twist: if tariffs trigger a reshoring of auto manufacturing, expect a surge in domestic demand for automotive-grade paper packaging—think protective corrugated inserts and sustainable dunnage—as supply chains localize and sustainability pressure mounts.https://www.cnbc.com/2025/03/27/fears-of-a-data-center-bubble-weigh-on-ai-stocks-nvidia-hit-by-china.html

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