Group 1 - Nvidia (NVDA.US) shares fell over 1.2%, closing at $179.76 [1] - AMD (AMD.US) shares declined more than 1.5%, ending at $169.6 [1] - President Trump confirmed that he has requested a 15% "transaction license tax" on chips sold to mainland China by Nvidia and AMD [1] Group 2 - Reports indicate that China has advised domestic companies to avoid using Nvidia's H20 chips, particularly in applications serving government departments [1] - AMD's AI chips are also affected by the same advisory from China [1]

Core Insights - OpenAI currently has no plans to use Google's self-developed chips for its products despite initial testing of Google's Tensor Processing Units (TPUs) [1] - OpenAI has started renting Google's AI chips to meet its growing computational demands, marking its first significant use of non-NVIDIA chips [1] - OpenAI aims to reduce inference costs by leveraging Google's TPUs, which are expected to be a cheaper alternative to NVIDIA GPUs [1] - The company continues to actively use NVIDIA GPUs and AMD AI chips while also developing its own chips, with a key milestone of "tape-out" expected this year [1] Industry Dynamics - OpenAI has signed a contract to use Google Cloud services to address its increasing computational needs, indicating an unexpected collaboration between two major competitors in the AI field [2] - Despite the collaboration with Google, most of OpenAI's computational power still comes from GPU servers provided by emerging cloud service company CoreWeave [2]