Interesting development on the AI chip front. According to a recent interview, the U.S. Commerce Secretary confirmed that the H200 chip situation was actually hammered out in direct talks between the President and a major chipmaker's CEO.

This is pretty significant if you think about it. These high-end AI chips aren't just about training ChatGPT—they're the backbone of everything from decentralized compute networks to running validator nodes for proof-of-stake chains. When export policies shift based on executive-level deals, it creates uncertainty for projects banking on specific hardware availability.

The H200 represents a meaningful leap in memory bandwidth and capacity compared to previous generations. For crypto infrastructure builders, access to this tier of hardware could mean the difference between competitive AI-powered analytics and falling behind.

Worth watching how this plays out. Policy decided in closed-door meetings rarely stays static, especially when geopolitical tensions are involved.