World Business Report The chip race heats up as the White House eases rules on China
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Dec 9, 2025 
Chris McGuire, a tech expert from the Council on Foreign Relations, discusses a major shift in U.S. semiconductor policy, allowing China access to advanced NVIDIA chips, potentially reshaping the AI race. Ed Butler shares insights on Australia's age restrictions for social media, highlighting the challenges for content creators. Marcella Mora unveils the recent police raids in Argentine football, revealing significant money laundering investigations. The conversation emphasizes global tech dynamics, social media impacts, and urgent issues in sports governance.
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H200s Sharply Narrow China’s AI Gap
- The H200 is the second-most advanced AI chip and far outperforms what China currently has.
- Wider access would materially accelerate Chinese AI training capacity and narrow the gap, Chris McGuire warned.
Policy Shift Lowers U.S. Margin In AI
- Biden-era export controls aimed to use hardware advantage to slow China’s AI progress.
- The Trump decision signals acceptance of a smaller U.S. lead, raising strategic risk according to Chris McGuire.
China Will Double Down On Domestic Chips
- China will push hard to build domestic semiconductor capacity regardless of imports.
- Reliance on foreign chips is politically unacceptable in Beijing, so domestic ramp-up is inevitable.