Nvidia plans to resume sales of its H20 AI chip in China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal from the Trump administration’s earlier stance on measures designed to limit Beijing’s AI ambitions. US government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator, the company said in a blog post on Monday — a move that may add billions to Nvidia’s revenue this year, restoring its ability to fulfill orders it had written off as lost due to government restrictions.
Today’s guests: Arend Kapteyn, UBS Investment Bank Global Head of Economics & Strategy Research, Amanda van Dyke, Critical Minerals Hub Co-Founder and Managing Director, Francesca Ghiretti, RAND Europe China Initiative Director
Chapters:
00:00:00 – The Pulse With Francine Lacqua
00:01:53 – Trump Says He’s Open to Talks With EU
00:05:37 – Arend Kapteyn, UBS Investment Bank Global Head of Economics & Strategy Research
00:11:58 – Nvidia Jumps Premarket on Plans to Resume China H20 Chip Sales
00:14:16 – China’s Rare-Earth Metal Exports Spike to Highest Since 2009
00:20:01 – Francesca Ghiretti, RAND Europe China Initiative Director
00:21:35 – Amanda van Dyke, Critical Minerals Hub Co-Founder and Managing Director
00:24:20 – Trump Disappointed With Putin
00:26:26 – Trump Says US Not Paying for Patriot Missiles
00:29:54 – Labour Lawmakers Call for Wealth Tax
00:32:00 – Alastair King, City of London Mayor
00:40:58 – EU Prepares to Counter US Tariffs
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