Nathaniel Whittemore

Basically, it seems like officials are trying to strike a balance, allowing Chinese companies to train advanced models while also protecting domestic chipmakers.

Now, this could be a huge boom to Nvidia's first quarter financials.

Several hundred thousand H200s is in the ballpark of $10 billion in sales.

And that's only the first round of approvals.

In Q2 of last year, when Chinese chip exports were shut down by the U.S.

government, Nvidia reported a $5.5 billion write-down associated with losing Chinese sales.

That implies Nvidia could see record Chinese sales this quarter simply based on this first round of approvals.

NVIDIA CEO Jensen Huang is currently visiting China to meet with local employees, but reports suggest that he hasn't met with any senior officials.

That said, his next stop is Taiwan, where people familiar with the trip said he plans to ask suppliers to bump up H200 production to meet Chinese demand.

Moving over to the training side of the house, the UK government has expanded their AI training initiative with an ambitious new goal to upskill every worker in the country.

The Department for Science, Innovation and Technology announced on Tuesday that free AI training will be made available to every adult worker.

The training will come in the form of 20-minute online courses with modules covering use cases like drafting text, content creation and automation of administrative tasks.

Technology Secretary Liz Kendall said...

We want AI to work for Britain, and that means ensuring Britons can work with AI.

Change is inevitable, but the consequences of change are not.

We will protect people from the risks of AI while ensuring everyone can share in its benefits.

New partners, including Cisco, Cognizant, and the National Health Service will join existing partners, including Amazon, Google, Microsoft, and Salesforce in the upskilling initiative.

The department claimed this would be the largest targeted training program since the establishment of Open University in the late 1960s, which delivers distance learning for higher education.

They said the program had already delivered a million courses and the government would aim to retrain 10 million workers by the end of the decade.

Workers that complete the training will be certified with an AI Foundations badge to give employers confidence they have basic AI skills.