SemiAnalysis has an article about the current tarrifs:

https://semianalysis.com/2025/04/10/tariff-armageddon-gpu-loopholes/

In particular, they claim that GPU servers for US datacenters are mostly assembled in Mexico and will be exempt due to USMCA. They estimate that total TCO for GPU cloud operators due to tarrifs will be <2%.

So it seems, that at least for the current set of tarrifs and if you trust SemiAnalysis, the answer is no.

Jane Street hosts a very similar game called Estimathon (https://estimathon.com/how-to-play). The scoring rule is a bit different: