Fed Caution Lingers; Nvidia Wins US Approval to Sell H200 Chips in China | Bloomberg Brief 12/9/2025

President Trump has authorized Nvidia to sell its advanced H200 AI chips to approved customers in China, effectively lifting a previous export ban that was imposed due to national security concerns. This decision marks a significant shift in U.S. technology export policy, reversing decades of restrictions on technology sales to China.

President Trump has granted Nvidia permission to sell its H200 artificial intelligence chips to approved customers in China, lifting a previous export ban due to national security concerns. This decision includes a 25% surcharge on sales, marking a significant policy shift in U.S.-China tech relations.

Burkay Gur, CEO of fal, announced that the company optimizes Nvidia chips for running AI models in audio, video, and image generation during an interview on Bloomberg Tech. This development follows fal's recent fundraising efforts, highlighting its commitment to leveraging advanced technology in generative media.

Paramount Skydance has made a hostile bid to acquire Warner Bros. Discovery for $30 per share, a move that follows Netflix's recent agreement to purchase Warner Bros. Discovery for approximately $72 billion. Ross Gerber, CEO of Gerber Kawasaki, discussed this competitive landscape on Bloomberg Tech, highlighting his decision to sell his stake in Paramount Skydance while retaining his investment in Netflix.

The Trump administration has approved the sale of Nvidia's H200 AI chips to China, following a significant policy shift that allows the company to resume exports after previous restrictions due to national security concerns. This decision includes a 25% surcharge on sales, which could generate substantial revenue for Nvidia as it navigates the complex landscape of U.S.-China relations.

Warner Bros. Discovery is facing antitrust scrutiny as both Netflix and Paramount Skydance have made significant bids to acquire the company, raising questions about market definition amid a shift towards user-generated content. Jennifer Huddleston from the Cato Institute discussed these concerns on Bloomberg Tech.

The U.S. government has granted Nvidia permission to sell its H200 artificial intelligence chips to approved customers in China, effectively lifting a previous export ban that was imposed due to national security concerns. This decision follows extensive lobbying efforts by Nvidia and is seen as a significant policy shift under the Trump administration.

Andrew Ferguson, the chairman of the Federal Trade Commission (FTC), has utilized the agency's consumer protection mandate to pursue investigations aligned with the interests of President Trump and his supporters. This approach reflects a shift in the FTC's focus under Ferguson's leadership, particularly in relation to issues that resonate with the Trump administration's agenda.