According to Yann LeCun on X, who shared economist Justin Wolfers’ post, the U.S. administration’s claim of a 78% trade deficit reduction is contradicted by Wolfers’ chart review, signaling policy‑reality gaps that matter for AI hardware import costs and export demand; as reported by Justin Wolfers on X, the data show limited gains from recent trade actions, which, according to industry tracking cited by analysts, can elevate prices for GPUs and high bandwidth memory and delay data center build‑outs critical for AI model training and inference. According to LeCun’s post, the trade war delivered little measurable improvement, highlighting near‑term risks to AI firms reliant on global semiconductor supply chains and creating opportunities for onshore chip packaging, diversified sourcing, and long‑term procurement strategies.