Valuetainment - November 06, 2025


＂Tomahawk Missile Of AI＂ - Trump BLOCKS China’s Nvidia Deal In AI Arms Race POWER Move


Episode Stats


Length

11 minutes

Words per minute

200.60283

Word count

2,285

Sentence count

158

Harmful content

Hate speech

2

sentences flagged


Summary

Summaries generated with gmurro/bart-large-finetuned-filtered-spotify-podcast-summ .

Trump officials torpedoed NVIDIA's push to export AI chips to China. What does this mean for the future of AI chips in China and why does it matter? Today's episode is all about how China could benefit from AI chips from NVIDIA.

Transcript

Transcript generated with Whisper (turbo).
Hate speech classifications generated with facebook/roberta-hate-speech-dynabench-r4-target .
00:00:00.000 So let me go to the story. Trump officials torpedoed NVIDIA's push to export AI chips
00:00:04.180 to China. Rob, I think you got a clip on this one as well.
00:00:08.180 Shortly before President Trump met with Xi in South Korea, an urgent issue emerged. Trump
00:00:12.940 wanted to discuss a request by NVIDIA's chief executive office, CEO, to allow sales of new
00:00:17.500 generation of artificial intelligence chips to China. A current and former administration
00:00:22.120 official said greenlighting the export of NVIDIA's Blackwell chips would be a
00:00:27.760 seismic policy shift, potentially giving China, the U.S. biggest geopolitical competitor,
00:00:34.420 a technological accelerant. Huang, the CEO who speaks to Trump often, has lobbied relentlessly
00:00:42.020 to maintain access to the Chinese market. Go ahead, Rob, if you can play this.
00:00:46.060 President Donald Trump on Sunday said he will allow NVIDIA in Beijing to make deals on AI chips,
00:00:51.660 but said he will not allow NVIDIA's most advanced semiconductors to be sold to China.
00:00:56.640 This announcement follows earlier indications from Trump that he was open to discussing
00:01:01.500 export controls on NVIDIA's leading Blackwell chips. In a 60 Minutes interview that aired on
00:01:07.960 CBS on Sunday night, Trump was asked about China's interest in buying the world's most advanced
00:01:13.740 semiconductors, especially NVIDIA's flagship Blackwell AI chips. Interviewer Noro O'Donnell asked Trump if he
00:01:21.280 would allow NVIDIA to sell their most advanced chips to China, and the president replied,
00:01:26.440 quote, no, we won't do that. However, Trump said he will let Beijing deal with NVIDIA, noting that the
00:01:33.640 American AI chip maker is the, quote, prime company in the world for that, end quote, and added, quote,
00:01:39.860 we will let them deal with NVIDIA, but not in terms of the most advanced. After the two leaders met face-to-face
00:01:46.960 in South Korea, Trump told reporters that there were no talks about Blackwell's. President Trump
00:01:52.740 said, quote, we did discuss chips, and they are going to be talking to NVIDIA and others about
00:01:57.780 taking chips, and we make great chips. The president added that he will have a word with NVIDIA CEO
00:02:03.980 Jensen Wong, and said further discussions will be between China and NVIDIA with the U.S.
00:02:09.360 President Trump wasn't. Brandon, what do you have with this? Does this concern you?
00:02:11.900 No, I mean, I'm glad that he's saying that we can't. To the better chips. Yeah,
00:02:15.220 that we're not going to send the Blackwell chips, but I am concerned that they're still going to end
00:02:17.880 up there, because I remember in Biden's administration, he also put a ban on sending NVIDIA chips to
00:02:23.620 China, but they still ended up there. So I don't know if that's on part of the company, because I
00:02:27.020 know Jensen was advocating to send these chips to China, but I don't know. I think that it's common
00:02:32.960 sense to the highest magnitude to not send them to China. Like, all the most advanced and important
00:02:36.660 things to the future economy are going to be done with these chips. So, and I hear people on TV
00:02:41.300 saying, oh yeah, we should probably send them there so they aren't forced to go out on their own and
00:02:45.340 make their own in like a hostile way. But no, I completely disagree with the notion or the argument
00:02:49.660 of sending the most advanced chips to China for sure. Well, there's two ways to look at it, right?
00:02:54.980 The H20 chip is the slightly lesser chip that they're allowed to send to China. Now, what does that
00:03:01.400 mean? That means China builds its own data centers with the chips inside China. Now,
00:03:06.540 you take a look at deals that have been struck, like what OpenAI struck the deal with Amazon,
00:03:13.180 because they wanted access to Amazon's data center through the cloud so that they could take advantage
00:03:18.520 of 200,000 black wells running or H20 black wells running on Amazon's data center. So how China gets 0.79
00:03:28.520 access to it is two ways. One, they build their own data center and they want the good chips to build
00:03:33.600 it. The second is they're using proxy locations to do their, their intelligence resource. And if you
00:03:40.240 don't think they're using proxy locations in other parts of the country, of the, of the world to get
00:03:46.820 to the cloud, to do some of the work, then you're not paying attention. So it's got to be bigger than
00:03:52.060 just the chip shipping to China. And one of the things that was pointed out, they said,
00:03:57.060 X quote, exports of black well chips to China are worth tens of billions of dollars and to NVIDIA
00:04:01.960 and could keep Chinese companies hooked on NVIDIA's technology. NVIDIA a buy. That's an analyst saying,
00:04:09.500 wow, wouldn't it be great if NVIDIA's hot chips could be in China? Because now China has to depend
00:04:14.420 on NVIDIA and they'll keep buying them from NVIDIA. And so NVIDIA is still a stock buy. Whoa.
00:04:19.420 So that's what you see that logic. Greed is just a logic instead of long-term thinking.
00:04:23.640 That's exactly, that's greed on that where the strategic part of it is, wait, we got to keep
00:04:28.760 China. America first. And anybody from operating the big data centers from giving access to China
00:04:35.340 by proxy to the processing power. But let me ask you a question. If you play China real quick,
00:04:40.100 if I'm China right now, and how bad do you think the president and his administration would like
00:04:45.680 to get the victory done pre-4th of July, pre-Q2 of next year, pre-celebrating the 250-year anniversary?
00:04:53.700 A ton of optics.
00:04:54.240 Okay. So then if I'm China and I'm on their side, guess what I'm doing? What do you think
00:05:01.060 I'm doing? Delay, delay, delay, delay, delay, delay, delay, delay, delay. And in the last week
00:05:05.940 I say, if you give me those chips, the better chips of NVIDIA, I will agree to this, but
00:05:14.500 I need those better chips from NVIDIA. And then what do you do?
00:05:17.980 No way.
00:05:18.740 Huh?
00:05:19.100 No way.
00:05:19.780 But if you cut the deal and say, well, they're going to get them anyway somehow.
00:05:24.220 You have a choice.
00:05:24.680 The other thing you have to think of is how long are they the better chips before, you
00:05:27.500 know, technology is very difficult to slow down. They might be the better chips right
00:05:30.720 now, but there's going to be something better that eventually happens.
00:05:32.420 For sure, but who is going to be making the better chips then? It's probably still going
00:05:35.540 to be NVIDIA. It's not like it's going to be that changing that dramatically. No matter
00:05:38.920 what the new chips are going to be, they're going to want the new chips.
00:05:40.820 AMD is behind. Intel is limping, getting loan guarantees from the federal government.
00:05:45.240 Or even teaming up together. Like they're investing into each other right now to create
00:05:48.820 like a flywheel of three competitors giving each other money saying, listen, one of us
00:05:53.340 is going to get this right. And if you do, I'm going to rely on the 50 billion I've given
00:05:56.780 you.
00:05:57.640 Yeah, no, we have a huge head start and we have to maintain that and keep the gap growing
00:06:01.580 stuff shrinking. Like the gap starts shrinking for a bit at a time. There's that chart
00:06:04.280 that shows China versus America's AI development. And they started closing the gap a little
00:06:08.840 bit, but stuff like this will keep us like, this is a nuclear arms race. You know, like
00:06:12.620 I don't know why people don't see it that way. It's literally the nuclear weapons of the
00:06:16.400 day. So that chart right there, I see China starts narrowing the gap, but that's a little
00:06:19.760 bit of an old chart.
00:06:20.660 So do you do it? This is what I'm trying to ask you guys. You're the dealmaker. Okay.
00:06:25.460 You're noticing they're delaying. They want the chips. Okay. They want the better chips
00:06:30.800 from those guys. Do you, your U.S., that deal is not done. Do you go into 4th of July
00:06:37.620 without a China deal done if they're asking for those chips?
00:06:39.780 It's on a tariff deal?
00:06:40.880 Yes. The tariff deal is not done. Do you go or do you give the chips and tell Huang to
00:06:47.700 say, you know what, you can sell some of those chips to them for the next two or three years?
00:06:50.780 What do you do?
00:06:51.540 No, I don't let it. If the deal doesn't get done, it doesn't get done, but I don't let
00:06:55.660 them do it. Because look, we are the top dog on technology. This also relates to defense.
00:07:02.120 You know, why does Ukraine, why does Ukraine have a Jones for Tomahawk missiles? Because 0.71
00:07:09.400 they can fly all the way to areas around Moscow to power plants and Russian targets deep and
00:07:15.220 they're accurate, very accurate missiles. That's why they want them. Why did Israel want a lot
00:07:21.300 of our more advanced nuclear stuff? Why did they want support with that? Why did they
00:07:25.600 want the more advanced aircrafts? This happens in the defense world, Pat, and people need
00:07:31.020 to understand that this chip is a Tomahawk missile in the war on AI.
00:07:36.340 Mm-hmm. 100%.
00:07:37.820 There's probably, Pat, there's probably other areas that China really needs us for. Their
00:07:41.880 economy is not in the greatest shape right now. So there are things that the tariff does
00:07:46.500 inflict pain on them for. So we may have leverage in other areas. So we don't have
00:07:51.920 to, even if they delay, concede on the chips, we may be able to use other levers to pull,
00:07:56.640 to put a deal together. And I agree with you. Optically, it would be really important to get
00:08:01.360 that done sooner than later.
00:08:05.460 I agree with that. At what price?
00:08:09.300 Yes, for sure. No question about it. There's this event that's coming up this week with the
00:08:15.440 America business firm that started today. Whitcoff's going to be their president. I was with Whitcoff.
00:08:18.660 We were with Whitcoff last night in Miami. Mayor Suarez, you know, this event. A lot of
00:08:24.820 interesting people are coming at this event. And we'll be there on Thursday. But you got
00:08:29.600 Messi, you got Jamie Dimon, you got Mario Corino Machado, a bunch of different guys. And topic
00:08:35.520 of discussion, I think, at this event. Tom, what are the odds that they're going to be talking
00:08:40.220 about New York City mayoral race? What happened there?
00:08:42.420 A thousand percent. It's going to be on, I think, Brett Baer is one of the moderators.
00:08:48.220 How can this not be? Hey, what is the change and what is New York City leadership going to
00:08:52.880 mean for this? And just fill in the blank. Everybody can be asked that question.
00:08:57.280 Yeah. Anyways, I'm asking that because this is all leading to the big 2026, 4th of July
00:09:05.980 World Cup. America's got to be, like, top shape when the World Cup comes. Because we
00:09:12.240 have to have every, because President Trump knows optics better than anybody else we've
00:09:16.420 had in the White House. I don't think anybody's understood optics better than him. That deal
00:09:21.220 with China's got to get done for us to be able to, you know, sell that victory in the
00:09:25.420 World Cup on the big stage. We'll see. We'll see what's going to happen. I do think this
00:09:29.220 is going to be a deal that both parties will use the leverage. I wonder who is more patient.
00:09:35.580 Typically, China's more patient in these types of situations, but we'll find out.
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