OpenAI-Cerebras $10B Compute Pact
According to Reuters, “OpenAI signs $10 billion computing deal with Nvidia challenger Cerebras”, the multiyear agreement will deliver 750MW to speed ChatGPT inference and scale through 2028, underlining the race for low‑latency COMPUTE capacity. [Reuters](https://www.reuters.com/technology/openai-buy-compute-capacity-startup-cerebras-around-10-billion-wsj-reports-2026-01-14/)
Apple taps Google’s Gemini for Siri
According to Reuters, “Apple, Google strike Gemini deal for revamped Siri in major win for Alphabet”, Apple will use Gemini models for a long‑planned Siri overhaul while stressing it will maintain its PRIVACY standards. [Reuters](https://www.reuters.com/business/google-apple-enter-into-multi-year-ai-deal-gemini-models-2026-01-12/)
U.S. imposes 25% tariff on select AI chips
According to Reuters, “Trump imposes 25% tariff on imports of some AI chips”, the White House ordered a targeted 25% duty on narrow high‑end semiconductors such as Nvidia’s H200 to incentivize DOMESTIC manufacturing. [Reuters](https://www.reuters.com/world/us/trump-imposes-25-tariff-imports-some-advanced-computing-chips-2026-01-14/)
Independence — According to Reuters, “Erosion of Fed independence would be ‘credit negative’ for US rating, Fitch says” as Fitch warned on January 15, 2026 that politicizing the Fed amid an investigation of Chair Jerome Powell could weaken confidence in the dollar, raise borrowing costs and pose downside risk to the U.S. credit standing. [Reuters](https://www.reuters.com/business/erosion-fed-independence-would-be-credit-negative-us-rating-fitch-says-2026-01-15/)
Inflation — According to the U.S. Bureau of Labor Statistics, “CONSUMER PRICE INDEX – DECEMBER 2025” showed headline CPI up 0.3% month‑over‑month and 2.7% year‑over‑year, with core CPI at 2.6% y/y, signaling easing price pressures but remaining above the Fed’s 2% goal. [BLS](https://www.bls.gov/news.release/cpi.htm)
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