Nvidia Faces China Demand Surge
According to Reuters, “Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say”, Nvidia is exploring higher H200 output after Chinese firms ordered more than 2 million units, a move that could tighten global AI *CHIPS* supply. [Reuters](https://www.reuters.com/world/china/nvidia-sounds-out-tsmc-new-h200-chip-order-china-demand-jumps-sources-say-2025-12-31/)
State-Level AI Rules Kick In
According to The Verge, “Meet the new tech laws of 2026”, multiple state laws — led by California’s AI transparency and youth protections — take effect on January 1, 2026, imposing new *TRANSPARENCY* and repair/privacy obligations that will reshape how companies deploy AI. [The Verge](https://www.theverge.com/policy/851664/new-tech-internet-laws-us-2026-ai-privacy-repair)
Rivian Pushes Toward Personal Autonomy
According to Reuters, “Rivian debuts custom self-driving chip, $2,500 driver-assistance package”, Rivian unveiled an in‑house autonomy chip and a Large Driving Model to enable point‑to‑point and planned “eyes‑off” features as part of its 2026 *AUTONOMY* roadmap. [Reuters](https://www.reuters.com/business/autos-transportation/rivian-debuts-custom-self-driving-chip-2500-driver-assistance-package-2025-12-11/)
Fed repo relief — According to Reuters, “Fed buying, record repo facility use steady year-end US funding markets” the Fed purchased short‑dated Treasuries and banks tapped a record $74.6 billion from the Standing Repo Facility on Dec. 31 to ease year‑end liquidity strain; keyword: repo. [Reuters](https://www.reuters.com/business/finance/fed-buying-record-repo-facility-use-steady-year-end-us-funding-markets-2025-12-31/)
Stocks outlook — According to Reuters, “AI spending, strong corporate profits, Fed rate cuts seen as key to 2026 US stock market” strategists say the S&P’s 2025 gains need broader earnings growth, continued AI capex and a dovish Fed in 2026 to sustain momentum; keyword: AI. [Reuters](https://www.reuters.com/business/ai-spending-strong-corporate-profits-fed-rate-cuts-seen-key-2026-stock-market-2025-12-24/)
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