Paul Triolo on Nvidia H200s, Chinese EUV Breakthroughs, and the Collapse of the Sullivan Doctrine

In this episode of the Sinica Podcast, Kaiser Kuo interviews Paul Triolo about the implications of the U.S. policy shift on exporting advanced AI chips to China, specifically focusing on Nvidia's H200s. They discuss the evolution of U.S. chip controls, the motivations behind Trump's decision to approve the sales, and the potential impact on Chinese AI development and the broader tech landscape. The conversation explores the strategic considerations, the competitive dynamics between U.S. and Chinese tech companies, and the complexities of achieving technological independence. They also touch on the challenges and inconsistencies in U.S. export control policies and the future of U.S.-China tech relations. The episode concludes with recommendations for further reading and resources on AI, China tech, and strategic thinking.