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H200

also referred to as: h 200

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 9, 2026 by Jessica Lessin · across every show →

Everything said about H200, oldest first

Jan 9, 2026 neutral
Assertion Supported
Jessica Lessin: US permitted Nvidia H200 China sales with government cut
“The H 200, Trump allowed it to be sold to China, but there's this big question of will Chinese companies buy it? He, of course, is gonna, the US government is gonna take a percentage of the sales.”
Jessica Lessin Jan 9, 2026 ▶ 6:12 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
Jan 9, 2026 negative
Assertion Supported
Lessin: China Instructed Tech Industry Not to Buy Nvidia H200 Chips
“Overnight breaking from the information China has said to its tech industry, no H 200. You may not buy H 200.”
Jessica Lessin Jan 9, 2026 ▶ 6:39 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
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