Nvidia Back In China… Maybe
Dec 09, 2025•20 min
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Episode description
Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants a new Llama model, maybe in a month. And a new smart ring that is pretty intriguing…
- Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively (CNBC)
- China set to limit access to Nvidia’s H200 chips despite Trump export approval (FT)
- Sam Altman’s Sprint to Correct OpenAI’s Direction and Fend Off Google (WSJ)
- From Llamas to Avocados: Meta’s shifting AI strategy is causing internal confusion (CNBC)
- Pebble Is Making a $75 Smart Ring (Wired)
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