Shipment caps and China’s potential purchase scale

In this episode, we discuss and evaluate the BIS' new export policy for Nvidia's H200 chips (00:31) before turning to Beijing's decision to block H200 imports (20:18). We then unpack the Pentagon's recently published AI Strategy, including the shift it represents in DOW's approach to AI integration (29:17).

Read the CNAS commentary "Unpacking the H200 Export Policy" here.