How Trade Tensions Have Impacted the Tech Industry

The video discusses the impact of tariffs on IT demand, highlighting minimal effects in 2018 and 2019, with some growth in personal computers due to stockpiling. It explores supply chain flexibility and potential impacts on IT budgets, predicting a slight reduction in IT spending if tariffs escalate. The discussion shifts to trade tensions, market sentiment, and the resilience of IT spending. Finally, it examines the strategic technology competition between China and the USA, focusing on hardware and emerging technologies like AI and 5G.

What impact have the latest tariffs had on IT demand in 2018 and 2019?

How are supply chains currently described in terms of flexibility?

What are the expected effects of a tariff escalation scenario on overall demand?

What is the potential impact of a mini deal resolution on market sentiment and spending?

How does the Chinese demand for technology products differ from that of the Western world?

What types of technology does China tend to focus on, according to the text?

In what ways might the market for technology products change in the future?