The AI Policy Podcast White House Greenlights H200 Exports, DOE Unveils Genesis Mission, and Insurers Move to Limit AI Coverage
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Dec 9, 2025 Gregory C. Allen, a Senior Adviser with the Wadhwani AI Centers and expert in AI policy and national security, discusses the White House's controversial approval of Nvidia's H200 chip exports to China, arguing it could enhance China's AI capabilities. He also delves into Trump's proposed executive order to centralize AI regulation and the new NDAA's AI Futures Steering Committee. Additionally, Gregory reveals how insurers are moving to limit AI coverage, potentially hindering AI adoption and encouraging stricter regulations.
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H200 Exports Are A Strategic Mistake
- Allowing H200 exports to China accelerates their AI capabilities significantly and is a strategic mistake.
- Gregory C. Allen argues export controls made U.S. dominance and should not be loosened for short-term NVIDIA gains.
Senate Testimony Spurs Bipartisan Concern
- Gregory C. Allen recounts testifying before the Senate Foreign Relations Committee about chip transfer risks.
- He highlights bipartisan concern and the draft Safe Chips Act as a congressional response.
One-Rule Executive Order Will Trigger Court Battles
- The administration plans a federal preemption executive order to create a single AI rulebook and override state laws.
- Gregory C. Allen expects legal challenges from state attorneys general that will shape the debate for months.
