Nvidia selling H200 AI chips to China is net positive, says Patrick Moorhead

Let's bring in more insight from Strategy CEO Patrick Morhead. Pat, these chips are a couple years old, a generation two depending on whether you're counting uh what's about to to come out or not. I is this about securing Nvidia and American technology space uh place in the the global AI ecosystem or does it perhaps end up accelerating China.So, John, I've been uh pretty clear on this and consistent. Uh we need to sell as much technology that cannot create the best frontier models out there. We need to expo ...