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915 Nvidia, Confluent and WBD’s Happy Day

The Information
Martin Peers @ The Information · 12/08/2025 20:00 EDT

Nvidia, Confluent and WBD’s Happy Day

This could be big news: President Donald Trump said he would allow Nvidia to sell its advanced H200 AI chip to China, in exchange for the U.S. government getting a 25% cut of those sales. That could re-open the Chinese market to Nvidia—if the Chinese government allows its local companies to buy the chips. Chances of that are good. The H200s are for training AI models, and the Chinese government is more willing to let local companies buy those chips than those used for inference, when AI models generate answ

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