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NVIDIA cleared to sell H200s in China with 25% cut to U.S., Trump says

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Bay Area Times
December 09, 2025

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Top stories today:

  1. NVIDIA cleared to sell H200s in China with 25% cut to U.S., Trump says
  2. OpenAI said to debut faster, more capable model in Jan. 2026
  3. Google plans 2 Gemini-powered smart-glasses lines
  4. Gemini said to get ads in 2026, though Google denies in-app ads
  5. Tiger Global launches new fund targeting $2.2B
  6. Paramount launches $108.4B hostile bid for WBD

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

No major events today.

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. NVIDIA cleared to sell H200s in China with 25% cut to U.S., Trump says

  • The Department of Commerce is finalizing the details, Trump said.

  • The “same approach will apply to AMD, Intel, and other GREAT American companies,” he noted.

  • The H200 is a higher-grade chip than the H20, but not NVIDIA’s top-of-the-line product.

  • NVIDIA shares briefly climbed Mon. on the leaked China-sales announcement but later pared gains, ending +2% after hours.

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3. OpenAI said to debut faster, more capable model in Jan. 2026, ending its “code red”

Representational image generated using ChatGPT.

  • The new model will have a “better personality,” Sam Altman said.

  • ChatGPT will be boosted through “better use of user signals,” Altman reportedly told staff.

  • This week: GPT-5.2 is coming, aiming to restore momentum with stronger coding and enterprise upgrades.

  • “The real battle will be between OpenAI and Apple, not OpenAI vs. Google,” Altman told reporters Mon.

4. Google plans 2 Gemini-powered smart-glasses lines, with 1st screen models due in 2026

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