The Information's TITV Trump Allows NVIDIA H200 Sales in China, IBM $11B Confluent Deal, AI's Midterm Threat | Dec 9, 2025
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Dec 9, 2025 Sylvia Varnham O'Regan, Washington D.C. correspondent for The Information, delves into how the AI backlash, fueled by fears of job loss and rising data center costs, could significantly influence the 2026 midterm elections. Ann Gehan, an e-commerce reporter, discusses the implications of Instacart's new ChatGPT integration, exploring how it could reshape advertising and commerce strategies. The conversation also touches on NVIDIA's chip sales to China, as well as IBM's $11 billion acquisition of Confluent and its impact on real-time data streaming.
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H200 Approval Is Unclear And Conditional
- The Trump administration moved to allow NVIDIA H200 chip sales to China but many details remain unresolved.
- Jessica Lessin and Patrick Moorhead stress uncertainty over shipments, revenue recognition, and China's demand for the chips.
China's Acceptance Matters Equally
- Beijing's preferences matter as much as Washington's decisions for chip exports.
- Jessica Lessin notes China may accept H200s for training but will likely restrict inference and favor domestic competitiveness.
Require Tracking Before Exports
- Implement robust observability and tracking before exporting advanced chips.
- Patrick Moorhead says enforceable mechanisms must prove chips go to approved use cases before revenues are recognized.