Ed Ludlow

It's a resource and constraint issue.

But what else are you putting in the story here?

Because Meta was the sort of flag waver for open source.

That was their open source model earlier this year.

The report is a must read.

Bloomberg's Riley Griffin with the reporting alongside Kurt Wagner.

Thank you very much.

President Trump decided to let Nvidia sell its H200 AI chips to China after concluding the move carried a lower security risk because the company's Chinese arch rival, Huawei, already offers some AI systems with comparable performance.

That's according to a Bloomberg source.

Bloomberg tech reporter Maggie Eastland joins us.

Maggie, you and I broke this story together yesterday

As we understand it, right, the president was presented with a range of options from exporting no technology at all to the latest technology, and they landed somewhere in the middle.

Take it from there and what else we reported and what we know about the Huawei Cloud Matrix 384 system.

The main focus, as I understand it, is that H200 is 18 months behind Blackwell, generation to generation, and that's the comfort level this administration has.

NVIDIA's down 1.3% in the session right now.

The other big report out there is from the Information, which reported that DeepSeq smuggled in thousands of Blackwell chips

into China, getting them from countries of origin where they were allowed, dismantling the servers.

Nvidia has come out with a statement, Maggie, pushing back on that report.

Let's start with that Nvidia statement, please.

Bloomberg's Maggie Eastland, who's out in D.C., covers the intersection of tech and politics with the reporting.