Ed Ludlow

and the EU in digital trade is close to a trillion dollars.

It's an enormously important market there, too.

We need that uncertainty resolved as quickly as possible so we can move forward with these trade deals, which in many cases have already been negotiated.

We're just waiting for them to be signed.

Jason, if you and your fellow council members could be in a room with the president today, what's the first thing you'd ask him for or to do?

Yeah, I think it's recognition that tariffs are bad for investment in the kind of things that the administration has prioritized.

Look, since April, since Liberation Day last year, the landscape has changed significantly for what the administration is hoping to advance.

The administration has a very clear, very sound, very direct strategy here, and that is to encourage AI adoption around the world of American AI technology.

And that requires investment in manufacturing in the U.S.

It requires investment in data centers in the U.S.

It requires a robust semiconductor industry here in the U.S.

And tariffs interfere with the ability of manufacturers and digital trade to take place between here and the rest of the world.

So the one ask of the administration is, as they reevaluate the trade and tariff strategy, and I think this Supreme Court decision gives them an opportunity to do that, they need to look at what the broader goals are, what the broader strategy is to encourage investment in AI in the U.S., the adoption of AI technology around the world, and how tariffs would interfere with the ability of that to be a successful strategy.

That rationale is one reason why tech stocks rose Friday, a reprieve for the supply chain in particular.

Jason Oxman of the Information Technology Industry Council, thank you very much.

Now coming up, all eyes are on NVIDIA, which reports earnings this week.

We have the big preview of what to expect with that stock now completely flat and treading water a little bit ahead of the big moment Wednesday.

This is Bloomberg Tech.

It's a big week.

It's a big NVIDIA week, posting earnings after market Wednesday.