Trump announced the US would allow NVIDIA to ship H200 AI chips to China with a 25% fee, a deal Ratcliffe's own public warnings implicitly contradict.
Snapshot · The MeidasTouch Podcast
Trump announced the US would allow NVIDIA to ship H200 AI chips to China with a 25% fee, a deal Ratcliffe's own public warnings implicitly contradict.
Where this was said
At 3:00 · chapter starts 1:27
Ben Meiselas wastes no time establishing the episode's central tension. CIA Director John Ratcliffe, Trump's own intelligence chief, has been 'throwing Donald Trump under the bus' — a phrase Meiselas uses deliberately. The hook is that when Trump publicly blamed his first-term intelligence community for covering up foreign election interference, he was implicitly pointing the finger at Ratcliffe himself, who was Director of National Intelligence during that period. Meiselas argues Ratcliffe knew exactly what Trump was going to say, and had already positioned himself. The setup primes listeners for a story about an intelligence director who is simultaneously serving the president and subtly sabotaging his most damaging narratives [1] — Ben Meiselas "CIA Director John Ratcliffe publicly declared that China steals Western technology, replicates it, and has the state subsidize it — a warni…" 02:07 .
CIA Director John Ratcliffe publicly declared that China steals Western technology, replicates it, and has the state subsidize it — a warning that sits in direct tension with Trump's own policy of exporting NVIDIA H200 AI chips to China. This isn't a subtle disagreement: Ratcliffe is naming the threat while his boss is enabling it.
On December 8, 2025, Trump announced the US would allow NVIDIA to ship H200 processors — its second-best AI chips — to China, collecting a 25% fee on sales. The deal was solidified during Trump's May 2026 China visit, and it runs directly counter to CIA warnings about protecting Western AI superiority.
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