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US imposes 25% tariff on Nvidia's H200 AI chips
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Inside: real-world use cases and Partner Perspectives you won’t find anywhere else:
• 1. 💻 Get rid of your personal data from Google with Incogni
• 2. 🧐 US imposes 25% tariff on Nvidia's H200 AI chips
• 3. 🦾 How AI cut energy use across manufacturing
• 4. 🧠 Book a three-week workflow audit with Agentic Brain
• 5. 📈 OpenAI invests in brain-computer interface startup
• 6. 🤝 Wikimedia formalizes AI partnerships to offset costs
Read Time: 5 minutes
P.S. Yesterday, we sent you an email saying that OpenAI had just signed a $1b deal with Cerebras. That number was in fact $10b+. Sometimes we make mistakes as newsletter operators, but we strive to do our best. Our bad on this one.
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Latest in AI
US imposes 25% tariff on Nvidia's H200 AI chips
🚨 Our Report
President Donald Trump has signed a proclamation imposing a 25% tariff on advanced AI semiconductors, including Nvidia's H200 chips, that are produced outside the US and pass through the country before being exported to customers in China.
🔓 Key Points
The tariff formalizes a key component of the US Department of Commerce's decision to allow Nvidia to ship H200 chips to vetted Chinese customers, a move the company publicly applauded as "great for America."
This also applies to chips from other manufacturers, including AMD's MI325X, and comes amid reports that Nvidia was considering ramping up H200 production due to a rush of early orders from Chinese companies.
China's central government is reportedly drafting rules on how many semiconductors domestic companies can get from overseas, which would mark a reversal from the country's current adversity toward chip imports.
🔐 Relevance
The proclamation noted that the US currently manufactures about 10% of the chips it requires, calling this foreign dependency "a significant economic and national security risk." For enterprises relying on advanced AI hardware, this tariff signals that US-China chip trade will remain volatile, and procurement strategies may need to account for shifting regulatory conditions on both sides.
Partner Perspective
How to prompt GPT Image 1.5
Partner Column exclusively available in this edition of The AI Report
By Charlie Hills — Founder of Linked Agency
“If your prompt leaves room for interpretation, the model will interpret it. Confidently. Incorrectly. With just enough polish to make you doubt yourself.”
Case Study
How AI cut energy use across manufacturing
Specialty chemicals manufacturer Jubilant Ingrevia uses AI-driven process analytics to optimize plant operations autonomously about seventy percent, with engineers approving exceptions.
Pattern: AI agents monitor sensors continuously, propose parameter changes, then escalate edge cases to operators during daily shift reviews.
Why it matters: Automated optimization stabilized throughput and energy consumption, reducing variability and freeing engineers to focus on yield improvements.
Metric: Targeted energy optimization delivered 10% lower power use at one facility within thirty-six months.
Steal this: Track one expensive process for a week, then have AI alert you when something looks off.
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We're here to get you real results. We take a business-first approach, by analyzing your best processes then training a team of AI employees to increase the results. Our 3-week workflow audit identifies 5-10 agentic opportunities you didn't know existed. Result: 40% more talk time for your sales team to build customer relationships while AI handles the busy work.
No one-size-fits-all solutions
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No AI hype
Just strategic AI agents that increase your team's output instead of replacing them.
AI News Story
OpenAI invests in brain-computer interface startup
OpenAI has backed Merge Labs in its seed funding round, a BCI research lab working to bridge biological and artificial intelligence through fundamentally approaches that combine biology, devices, and AI to interface with the brain at higher bandwidth.
AI will be central to Merge's development, accelerating bioengineering, neuroscience, and device engineering research, while also powering operating systems that interpret intent, adapt to individuals, and operate reliably with a small amount of signals. OpenAI will collaborate on scientific foundation models and frontier tools.
Merge Labs' co-founders include researchers Mikhail Shapiro, Tyson Aflalo, and Sumner Norman, alongside entrepreneurs Alex Blania, Sandro Herbig, and Sam Altman. This shows OpenAI's belief that BCIs represent a critical interface evolution, enabling more direct human-AI interaction and creating ways to communicate, learn, and interact with technology.
AI News Story
Wikimedia formalizes AI partnerships to offset costs
Wikimedia has announced enterprise partnerships with Amazon, Meta, Microsoft, Perplexity and others as part of Wikipedia's 25th anniversary. The deals give these companies streamlined, high-throughput API approach to Wikipedia's 65M articles in exchange for commercial fees that help offset rising infrastructure amounts.
The move follows warnings from Wikimedia last year that AI chatbots scraping Wikipedia content were driving up server expenses while simultaneously reducing direct activity to the site. Both trends, left unchecked, could threaten the nonprofit's long-term sustainability. The enterprise platform gives Big Tech partners structured visibility to content from Wikipedia, Wikivoyage, Wikibooks and other Wikimedia projects.
For AI developers relying on Wikipedia as a training and retrieval source, the partnerships signal a shift toward paid licensing models for high-volume data entry. Wikimedia says all its major tech partners recognize the need to financially support Wikipedia's ongoing work.
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A curated look at the AI tools quietly transforming how teams work.
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Companies to Watch/Raising Now
Early-stage AI startups on our radar, before they’re everywhere.
• AINA
What they do: Automates early-stage hiring by running structured interviews and screening candidates before a human step.
Why it matters: Recruiters report up to 80% faster time-to-hire while keeping decisions explainable and fair.
Stage: Seed
Raising: $1M
Signal: 2,000+ interviews run and 300 roles filled with zero post-probation attrition
• Pinch AI
What they do: Flags abusive product returns so retailers can prohibit fraud without punishing good customers.
Why it matters: Early users see lower return rates and higher retention, protecting margins without blunt policies.
Stage: Seed
Raising: $5M
Investors: Dynamo Ventures, Infinity Ventures
Know a company we should be watching? Hit reply and let us know.
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