Benefits from the visit to China are beginning to materialize, causing Nvidia's stock to surge. The US has approved the sale of Nvidia H200 chips to 10 Chinese companies, with each company limited to 75,000 chips, all requiring transshipment within the US. The US government will take a 25% cut. It seems this was agreed upon before the visit to China. It represents a pragmatic compromise between China and the US in the AI chip field, with the US profiting through revenue sharing and monitoring, while China gains access to some advanced computing power. Old Huang was the last one called in; this trip was definitely worthwhile.