Tue. 07/15 – Nvidia Back In Business In China?
Tech Brew Ride Home
Amalgamated Internets, LLC
4.7 • 984 Ratings
🗓️ 15 July 2025
⏱️ 17 minutes
🧾️ Download transcript
Summary
Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?
Links:
- Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)
- Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)
- Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)
- Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)
- Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)
- China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP)
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Transcript
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| 0:00.0 | Welcome to the TechMeBright Home for Tuesday, July 15th. |
| 0:07.0 | 2025, I'm Brian McCullough. |
| 0:08.0 | Today has the U.S. government suddenly allowed Nvidia back in business in China. |
| 0:12.0 | A segment wherein I make the case that gigawatts are the new metric that matters most to the tech industry over and above everything else. |
| 0:20.0 | Windsurf finds a permanent home, |
| 0:22.7 | and is China already producing the smart glasses Zuck wants to see next? |
| 0:26.7 | Here's what you miss today in the world of tech. |
| 0:33.2 | NVIDIA says it plans to resume H20 AI chip sales to China, |
| 0:37.4 | after the U.S. assured its shipments of those chips will be approved, |
| 0:42.0 | thereby reversing an earlier Trump administration stance from back in April. |
| 0:46.3 | Quoting Bloomberg, |
| 0:47.5 | U.S. government officials told NVIDIA they would greenlight export licenses for its H20 artificial intelligence accelerator, |
| 0:53.6 | the company said in a blog post on Monday, |
| 0:55.6 | a move that may add billions to Nvidia's revenue this year, restoring its ability to fulfill orders |
| 1:00.8 | it had written off as lost due to government restrictions. |
| 1:05.0 | Nvidia designed the less advanced H20 chip to comply with earlier China trade curves from Washington, |
| 1:10.2 | which Trump's team tightened in April to block H20 sales to comply with earlier China trade curbs from Washington, which Trump's team tightened |
| 1:11.6 | in April to block H-20 sales to the Asian country without a U.S. permit. |
| 1:17.1 | AMD received similar assurances from the U.S. Commerce Department and plans to restart shipments |
| 1:22.0 | of its MI-308 chips to China. Once licenses for sales are approved, the company said in a statement Tuesday, |
| 1:28.5 | shares of AMD jumped as much as 8.5% after markets opened in New York, while Nvidia rose as much |
| 1:34.3 | as 5%. Invita chief executive officer Jensen Huang, who met with President Donald Trump last week |
... |
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