Sharp China with Bill Bishop (Preview) Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for ‘Stability’; Macron and the EU Conundrum
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Dec 10, 2025 The podcast dives into the controversial greenlighting of Nvidia’s H200 chips for China and Trump's claims surrounding it. A bipartisan backlash ensues over the potential job losses and misleading statements. The hosts discuss the strategic importance of these chips for Chinese AI and question any real benefits for the U.S. They also explore the potential outcomes of China's decisions on chip purchases and how the U.S. might navigate stability in the region, all while touching on Japan's calls for American support and Macron's visit to China.
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Trump's Claim Overstates Job Impact
- The Trump announcement on Truth Social contained several misleading claims about jobs and chip origins.
- Bill Bishop notes the chips are made outside China and the statement overstated U.S. job benefits.
H200's Training Edge Matters
- The H200 is far more capable than earlier H20 chips, especially for training models.
- Bill Bishop warns this training capability is strategically important and could aid Chinese AI development.
Lobbying Filled A Policy Vacuum
- Nvidia and its CEO likely lobbied directly for access and influenced policy.
- Bill says national security processes have weakened, enabling corporate access to decision-makers.