Nvidia Corp. is advancing its next-generation Rubin GPU and Vera CPU chips, with tape-out expected at Taiwan Semiconductor Manufacturing Company (TSMC) in June and trial production beginning shortly after, with sample chips anticipated by September. Concurrently, Nvidia is accelerating shipments of its graphics cards to the U.S. to circumvent the 145% tariff on Chinese goods set to take effect next month. This surge in demand is reflected in Taiwan's record export levels for May, driven by AI-related products and pre-tariff orders. Nebius Inc., a UK-based AI company, is capitalizing on Nvidia's technology by planning to open an AI data center powered by 4,000 Nvidia Blackwell Ultra GPUs by the fourth quarter of 2025. This facility aims to support research, academia, and public sector entities such as the UK's National Health Service (NHS). Nebius's stock has seen a rapid increase, more than doubling since early May, with shares reaching new all-time highs and a 13% gain reported recently. Market observers highlight Nebius's potential to develop proprietary AI tools and services leveraging its infrastructure, suggesting substantial growth opportunities within its $13 billion market capitalization. Nvidia's efforts to regain revenue from China, which has been impacted by trade restrictions, are also noted as a factor in the company's current market movements.