Who benefits and U.S. political pushback

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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