In this episode, we unpack the Trump administration’s $8.9 billion deal to acquire a 9.9% stake in Intel, examining the underlying logic, financial terms, and political reactions from across the spectrum (00:33). We then cover Nvidia’s sudden halt in H20 chip production for China, its plans for a Blackwell alternative, and what Beijing’s self-sufficiency push means for the AI race (28:18). ———————————————A nonpartisan institution, CSIS is the top national security think tank in the world. Visit www.csis.org to find more of our work as we bring bipartisan solutions to the world’s greatest challenges.
