США рискуют уступить лидерство в майнинге — предупреждают игроки отрасли

The chief operating officer of Luxor Technologies said that new tariffs on imports of mining equipment into the United States could change the global balance in the industry.

The company is already faced with a tariff of 12.6% on equipment from Asia, and from July it is expected to increase to 26.6–38.6%. This makes purchasing equipment in the US less profitable and pushes investors to look for alternatives.

As a result, Chinese capital, previously directed to American infrastructure, may be redirected to other countries — in particular, to Russia. This is due not only to more favorable prices for equipment, but also to growing interest in the development of data centers outside the United States.

“If tariffs cover all parts of the supply chain, Russia may be the winner, as it will offer miners better conditions in terms of price and access to infrastructure,” said a Luxor representative.

Thus, the new tariffs pose a risk to the US position in the global hashrate, while other regions, including Russia, have a window of opportunity to strengthen their positions.