Overview

• U.S. officials clarified that the $100,000 charge applies to new H‑1B petitions only, leaving current holders and renewals unaffected.
• JPMorgan economists estimate a reduction of up to roughly 5,500 monthly work authorizations, largely tied to petitions processed abroad.
• Tech employers and workers from India face the heaviest impact given their dominant share of H‑1B approvals in recent years.
• Bloomberg Economics expects a shift of visas toward higher‑paid positions rather than a sharp overall decline, while Revelio Labs warns of far larger job losses.
• Traveler confusion has already caused disruption, including a multi‑hour delay on an Emirates flight from San Francisco, and has stirred diplomatic concern.