Carol Masser

The policy to license H200 chips to China is giving them a lifeline right where they need it most.

The compute advantage that the United States has was poised to grow exponentially if the controls stay in place.

But President Trump and Jensen Huang, for the reasons you suggest, Nvidia wants a foothold in the China market.

What's ironic, of course, is that now Xi Jinping is waffling about whether he's even going to let his companies buy many of these H-200 chips because he wants to make sure that much of the demand is going to the domestic chip makers.

Yeah, it's interesting that Jensen Huang is trying to shift the narrative away from the military aspects of AI.

Of course, these chips are inherently dual use, and China has a military-civil fusion system in place where

You can't guarantee that once these chips get into China that they won't make them available for military use.

That's just a fantasy that we can sort of control that.

But you see that that narrative of these things potentially being used for military or intelligence uses is inconvenient.

So Stenson Huang is trying to kind of pivot away from that.

I'm Carol Masser.

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I'm Carol Masser.

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