In this episode of Sharp China, Andrew Sharp and Bill Bishop discuss the recent decision to allow Nvidia to ship its H200 chips to China, a move that has sparked controversy in the U.S. They analyze President Trump's statement on Truth Social, highlighting inaccuracies and potential motivations behind the decision. The conversation explores the strategic implications of selling these advanced chips to China, the potential benefits for Nvidia, and the lack of a clear national security process in the decision-making. They also discuss China's potential response, including the possibility of a licensing system for purchasing the chips, and the continued access Chinese companies have to AI chips through offshore cloud solutions.
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