Ian King

It's not, of course, NVIDIA's latest.

It's nowhere near as good as the Blackwell generation, but it's still very, very good.

And according to our analysis, it's a lot better, which is more important than anything else that the Chinese can make themselves.

Yeah, I mean, as you know, China has been cut off from advanced semiconductor manufacturing, including TSMC.

So the chips that it can make itself are constrained by the actual amount that it can make, but also the quality that it can make based upon the manufacturing capabilities of plants inside China.

Yeah, I mean, as we put in our story yesterday, we had some reporting on that and an exclusive for us.

This is going to be a different arrangement because these ships are made in Taiwan.

What's going to happen apparently is that they're going to be imported into the U.S., which would make them subject to an import tariff.

So that's how we basically the U.S.

government gets paid and then they become re-exported to China.

First of all, I love those old photos that you have of Ted back from, I guess, the release of Lillehammer.

Right.

Absolutely, yeah.

So I'll give you a quick summary of the dilemma there.

So we actually prefer H100s, and then H200s are more preferred for language models, which is not our domain.

Has an innovative think tank just come up with a solution for replacing stamp duty?

And I'm Robert Peston.

Look, we get it.

You're a discerning sort of person.

You're a Bloomberg listener after all.