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Nvidia · Chips
US imposes 25% tariff on Nvidia H200 chips headed to China
Trump signed a proclamation taxing advanced AI chips that pass through the US on their way abroad. AMD's MI325X is also covered.

OpenAI · Cerebras
OpenAI signs a deal reportedly worth over $10 billion with Cerebras for faster responses
Cerebras will deliver 750 megawatts of compute to OpenAI through 2028, aimed at making ChatGPT answer faster.

Nvidia · CES 2026
Nvidia launches Vera Rubin: up to 5x faster than Blackwell for AI
Jensen Huang told CES 2026 that Vera Rubin is in full production, with OpenAI, Anthropic and AWS among its users.