Caroline Hyde

But Kai, we now have the news that maybe NVIDIA will be able to ship its H200s to China.

How easily accessible is the supply that you need right now?

Is that a concern for you, that sort of power going to China as well?

So we're already rolling this out as B200s and B300s are becoming available.

I think, you know, the...

So the economics of this is that many of the players are actually going to move to black wells because you just get better price performance.

Fascinating.

You're providing developers with over 600 image, video, audio, and 3D models.

So you're the person to talk about it all.

Okay, thank you very much, CEO and co-founder Afar on the fundraising.

Now coming up, we'll get back to the Warner Brothers saga with Ross Gerber of Gerber Kawasaki.

This is Bloomberg Tech.

President Trump has announced a major policy shift on Nvidia, allowing the company to sell its H200 AI chips in China in exchange for a 25% surcharge.

The Financial Times reported regulators in Beijing are considering ways to allow only limited access to the H200.

Bloomberg's Mike Sheppard joins us from Washington.

Mike, what do we need to know about the China response and the national security implications?

Mike Shepard, as always, keeping up to date.

We thank you.

Look, the government has been potentially weighing in elsewhere as well when it comes to the purchase of Warner Brothers Discovery.

Netflix, Paramount, fighting for the assets.