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00:00Has the Trump administration decided whether or not to allow NVIDIA to sell the H200 chips
00:05into China? That's been a discussion and something that increasingly people are speculating about.
00:12Well, I've seen that speculation. That kind of decision sits right on the desk of Donald Trump,
00:18right? He's got Jensen from NVIDIA who really wants to sell those chips and he's got
00:23a good reasons for it. There's an enormous number of other people who think that that's something
00:28that should be deeply considered. And the benefit that we have is we have Donald Trump in the Oval
00:32Office. He is going to weigh those decisions. He understands President Xi the best. He will decide
00:38whether we go forward with that or not. That's on his desk with lots of different advisors.
00:43The president loves to hear lots of different voices to make those kind of decisions. And he'll
00:48decide whether we sell those chips or not. And then we will go execute it however he decides to go
00:52forward. There's a bigger question here, Secretary Lutnik, about what national security is. Is it more
00:57of a national security risk to give China some of these high powered chips or is it more of a
01:02national security risk to not have U.S. tech in China? Has your view on that changed?
01:10Well, that's the question exactly as well put and in front of the president, which is,
01:15do you want to sell China some chips and keep them using our tech and our tech stack? Or do you say to
01:24them, look, we're not going to sell you our best chips? We're just going to hold off on that and
01:29we're going to compete in the AI race ourselves. So that is the question. It's in front of the
01:33president. He's going to decide. It's a really, really interesting question. He's got all the
01:38information. He's got lots and lots of experts talking to him and he's going to decide which
01:42way he wants to go forward.
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