The US Just Cracked Open China's Chip Door—And Nobody's Talking About What It Means
The Biden administration just did something that would’ve been unthinkable two years ago: it cleared around 10 Chinese firms to purchase Nvidia’s H200 chips, the company’s second-tier AI accelerators. No deliveries have shipped yet, but the regulatory door is officially open. This isn’t a minor bureaucratic adjustment. This is a fundamental shift in how Washington is thinking about semiconductor warfare with Beijing, and the implications are sprawling enough to reshape the entire AI supply chain. ...