Trump gives broad powers to its officials to decide which company gets access to NVIDIA Chips. Great for Musk's XAI. Not so great for all other AI companies.

Among the spate of news about new 25% tariff on GPUs being imported into US, two sentences stand out for me: * ***Commerce Secretary Howard Lutnick has broad discretion to apply further exemptions, according to the proclamation.*** * ***“Offering H200 to approved commercial customers, vetted by the Department of Commerce, strikes a thoughtful balance that is great for America,” the statement read.*** Basically, administration will get to chose which companies can use GPUs without tariffs and which can't. Look forward to Musk's xAI getting full access while OpenAI gets squeezed, unless they keep paying ~~protection money~~ infra fee to Trump's friends like Larry Ellison. The only reason the crappy Oracle Cloud is getting traction now is because of these behind the door dealings. https://edition.cnn.com/2026/01/14/tech/chip-tariff-trump https://www.reuters.com/world/us/trump-imposes-25-tariff-imports-some-advanced-computing-chips-2026-01-14/