NVIDIA's latest chips were also on an export ban for several Middle Eastern countries ("security" theater). That's about the time the UAE's sovereign fund invested a large sum in Cerebras. They were still able to get the chips by way of Kuwait, which is a friendly Middle Eastern state.

Of course, not a year went by before the UAE and Saudi invested heavily in the Trump crypto fund and, very coincidentally, the ban was lifted.

Fear not, Cerebras managed to get another investment from OpenAI!