Supply Chain Now

The Buzz: Tariffs, Terabytes, and the Final Frontier

4 snips
Feb 13, 2026
A deep dive into shifting U.S.–India trade talks and the potential impacts on sourcing and tariffs. A look at the explosive growth of data center infrastructure and why regions like Northern Virginia matter. Discussion of AI-driven demand for computing capacity and emerging visions for space-based data centers and lunar logistics.
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ANECDOTE

A Tailgate Staple

  • Richard Donaldson described his Super Bowl tailgate favorite: wings and a croissant-style pigs-in-blanket using chicken apple sausages.
  • He shared this as a long-standing personal recipe he makes for Super Bowls.
INSIGHT

Potential U.S.–India Trade Shift

  • A tentative U.S.–India trade deal could cut U.S. tariffs on India and remove extra tariffs tied to Russian oil purchases.
  • The agreement reportedly includes massive U.S. exports and Indian reductions in tariffs and non-tariff barriers.
INSIGHT

Geopolitical Dominoes And Energy Realignment

  • Richard Donaldson frames the U.S.–India move as part of a broader geopolitical rebalancing and energy realignment.
  • He predicts major global axes will shift as countries change oil and trade partners.
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