Bloomberg’s Ed Ludlow discusses changes to US trade restrictions that will allow Nvidia and AMD to sell some AI chips to China. Plus, AI and Crypto Czar David Sacks and Energy Secretary Chris Wright both join from the inaugural Pennsylvania Energy and Innovation Summit. And Cognition AI agrees to buy Windsurf.

Trump Wants Big Tech to Pay for Power
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TSMC Forecast Lifts Peers on Robust AI Demand
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US Eases Path for Nvidia to Sell H200s to China
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