The Case FOR Letting China Buy NVIDIA Chips

On today’s show, John and Jordi break down Nvidia’s decision to restart production and sales of its H200 AI chips to China after months of regulatory back and forth, unpack the complex first and second order effects of U.S. chip restrictions from domestic supply chains to China’s semiconductor ambitions and Taiwan risk, and debate whether reinterlinking the two economies through the AI stack, CUDA ecosystem, and global chip supply chain is ultimately a stabilizing force or a strategic mistake in the escalating AI arms race. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive