Blanket tariffs on entire countries or indeed the entire world amounts to a massive tax increase on your entire populace unless you can somehow start producing everything yourself immediately.
There is an argument that it's primarily being used as a cudgel to give the US an advantageous starting position in trade negotiations, but that seems to be a post-hoc explanation/justification.
I think their logic is a bit wrong here. Microsoft is a "trusted" entity. Trust doing a lot of heavy lifting here, and even they had to roll back their AI ambitions after seeing the lackluster adoption rates of people using their AI features. The trust part just doesn't matter. It's the principal that we've had browsers for over 20+ years and we never needed AI in our browsers. I would quickly abandon Firefox for an alternative in a heartbeat that doesn't include AI in it.
The uncomfortable truth for all these companies though is that most people simply do not need AI in the places they are shoving it into. Like why does notepad need AI?