From AI with Kyle News and Updates Live Stream. First aired: 15th July 2025 Watch full lives stream: https://youtu.be/OSz5mvEiy8o Get the full notes and summary: https://promptentrepreneur.beehiiv.com/subscribe Subscribe and turn on notifications to catch the next live stream: https://www.youtube.com/@iamkylebalmer?sub_confirmation=1 The US government has granted Nvidia licenses to restart exports of its H20 AI chips to China, reversing a ban imposed by the Trump administration over military usage concerns. The H20 is a deliberately "nerfed" version of Nvidia's flagship H100 chip, operating at roughly 30-40% efficiency to comply with export restrictions while still allowing Chinese companies to access AI training hardware. The move comes as Nvidia has become the world's largest company by market cap at $4 trillion, achieving this milestone even without official Chinese sales, though speculation suggests many chips were reaching China through Singapore intermediaries.