U.S. Takes 10% Stake in Intel and Nvidia Halts H20 Production for China

In this episode, we unpack the Trump administration’s $8.9 billion deal to acquire a 9.9% stake in Intel, examining the underlying logic, financial terms, and political reactions from across the spectrum (00:33). We then cover Nvidia’s sudden halt in H20 chip production for China, its plans for a Blackwell alternative, and what Beijing’s self-sufficiency push means for the AI race (28:18).