Trump Allows NVIDIA H200 Sales in China, IBM $11B Confluent Deal, AI's Midterm Threat | Dec 9, 2025

Episode Description

The Information’s Editor-in-Chief Jessica Lessin and Moor Insights & Strategy’s Patrick Moorhead talk with TITV Host Akash Pasricha about President Trump allowing NVIDIA to sell H200 chips in China and the uncertainty surrounding the deal. We also talk with D.C. Correspondent Sylvia Varnham O'Regan about how AI backlash, including data center costs and job fears, is shaping the 2026 midterm elections. Next, CoreWeave VP Chen Goldberg discusses CoreWeave's new Mission Control GPU monitoring features. IBM’s Rob Thomas and Confluent CEO Jay Kreps discuss the rationale behind IBM's $11 billion acquisition of Confluent, and finally, we get into Instacart's new ChatGPT integration and the advertising implications with E-Commerce Reporter Ann Gehan.

Articles discussed on this episode:

https://www.theinformation.com/articles/ai-backlash-shape-midterm-elections

https://www.theinformation.com/briefings/instacart-launches-chatgpt-app-instant-checkout-feature

https://www.theinformation.com/briefings/trump-reportedly-let-nvidia-sell-advanced-ai-chips-china

https://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billion

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