📋 Quick Takeaways

• US imposes 25% tariff on Nvidia H200 and AMD MI325X AI chips bound for China under new export arrangement
• Trump and Northeast governors push emergency power auction forcing tech giants to fund $15B in new power plants
• AWS European Sovereign Cloud launches with €7.8B investment, physically separate from global infrastructure
• Google Gemini gets Personal Intelligence feature that proactively analyzes Gmail, Photos, and Search history
• Zhipu AI releases GLM-Image — first major AI model trained entirely on Huawei chips without US semiconductors
• $500M+ in AI funding including Parloa ($350M at $3B) and Higgsfield ($80M at $1.3B)

🌐 AI Policy & Geopolitics

US Imposes 25% Tariff on Nvidia H200 AI Chips Bound for China

Major Trade Development: President Donald Trump signed a proclamation on January 15 imposing a 25% tariff on advanced AI semiconductors including Nvidia’s H200 and AMD’s MI325X chips that pass through the US before being exported to China.