I want to take you back to the halcyon days of just a few weeks ago when we discussed the ways that NVIDIA AI chips were showing up in China even though they were under US embargo not to be able to get this advanced technology. This came as a result of a last minute policy decision from the outgoing Biden administration that blocked the Chinese from buying these chips. Now, companies like Microsoft are urging the new presidential administration to rescind the ban to give them access to the growing AI market in China. Chinese authorities are firing back at the ban by tellling their researchers to avoid visiting the US. And third parties are making a fortune reshipping shipments of restricted items to China from places like Singapore, where police just arrested three men charged with running an operation of that nature. This and more on the Rundown.

Time Stamps: 0:00 - Welcome to the Rundown 1:35 - Intel Pushes Ohio Fab Again to 20304:45 - Nokia Acquires Infinera 7:55 - Qualcomm and IBM Raise GenAI Competitive Stakes11:00 - Microsoft hangs up on Skype14:56 - US Enterprises waste $44.5B on needless cloud spend20:13 - Aviz Next ONES to Support Spectrum-X24:44 - China is Getting Banned Blackwell?34:11 - The Weeks Ahead 36:40 - Thanks for Watching

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