Today’s episode highlights major shifts in artificial intelligence hardware policy, aerospace strategy, and the energy demands of next-generation computing. Alex and Morgan begin with an overview of national weather conditions — including storms, snow, and shifting temperatures across the U.S. — along with daily movements in the Dow Jones, S&P 500, and Bitcoin.

The hosts then examine Nvidia’s newly developed location-verification technology designed to prevent smuggling and unauthorized transfers of its high-end AI chips. This comes at a moment of political complexity: President Trump has approved the sale of Nvidia’s H200 chip to China, reversing previous restrictions and raising questions about national security, competitiveness, and global AI leadership. The discussion unpacks the tension between tec ...