Jamieson Greer

So with respect to the F-35, that's not my, I used to be in the Air Force, but it's not my wheelhouse.

On H-200s and export controls generally, export controls have always been fluid.

They've never been static.

The very nature of export controls is that the U.S.

government is constantly reviewing the state of technology.

and assessing what technologies can be sold and which ones can't, and balancing national security, and assessing whether or not there's foreign availability.

Everyone knows that the Chinese are quickly also trying to develop their own AI chips, semiconductor tools to make those chips, etc.

It's a race.

All of those H-200 approvals still have to go through the Commerce Department to make sure that any licenses that are granted really respect U.S.

national security and make sure that it's not violated and there can be conditions on licenses, et cetera, to make sure they go to end users and end uses that don't jeopardize U.S.

national security.

So it's hard to say at this point that these types of license applications are typically case by case and reviewed.

So we'll see.

The way it's set up right now is if the chips are going to go to China, they come back to the U.S.

for a security inspection to make sure that they are indeed the types of chips that are being allowed to be sent to the Chinese.

We know there are a lot of Chinese companies that want them.

We know the Chinese government's pretty interested in having their own domestic champions build them.

So the Chinese themselves right now are having a conversation about the types of chips that they want from the United States.

We think that they want the H-200s.

They've shown an interest in that.