U.S. export control relaxation on H200 chips

In this episode, Ben Lorica and Evangelos Simoudis of Synapse Partners to break down the most significant developments from CES 2026. They explore the explosion of humanoid robotics and the transition toward software-defined vehicles before diving into a deep analysis of the shifting US-China export controls on AI chips. 

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.