The AI Policy Podcast The Future of Nvidia’s H200 in China and the Pentagon's New AI Strategy
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Jan 22, 2026 Gregory C. Allen, a senior adviser with the Wadhwani AI Centers and former AI policy expert at CSIS, shares valuable insights on groundbreaking topics. He delves into the BIS' new export policy for Nvidia's H200 chips and China's swift move to block these imports. Allen also examines the Pentagon's new AI strategy, highlighting its urgency and significant shift in AI integration approach. He discusses domestic views on the compute gap and the implications for both U.S. and Chinese tech landscapes, making the conversation both timely and thought-provoking.
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Rule Uses Reviews To Enable Sales
- The BIS rule creates a process-based workaround for export limits by requiring US security reviews and third-party testing of H200 exports.
- This lets the government charge exporters fees tied to review services rather than impose export tariffs directly.
Cap Still Allows Massive Purchases
- The rule caps China shipments at 50% of US-deployed chips, enabling China to acquire hundreds of thousands of H200-equivalents.
- That quantity still permits China to build world-class compute facilities despite the cap.
Certifications, Not Customer Rights
- Exporters must certify shipments won't delay US orders or divert foundry capacity, echoing Gain-AI ideas without granting US customers formal rights.
- Enforcement depends on exporter honesty and political will to contest certifications.