> Trump’s post says that 25% of the chip sales will be paid to the U.S. government as part of the deal.

Isn't this a form of export tariff?

Smells of desperation. Either the bubble is at risk more than we thought or the AI isn’t as revolutionary as they thought.

H200 is the previous generation expansion card (PCIe). The current B200 is ~2x in many ways. Note there is no mention of GH200 (integrated GPU-CPU) and all those fancy NVIDIA servers.

OTOH, DeepSeek squeezed well their impaired bandwidth H800 cluster. I hope they get a lot of H200s.