The AI Policy Podcast H20 Export Dispute and Industry Responses to the EU AI Code of Practice
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Aug 7, 2025 The podcast dives into the heated debate surrounding the U.S. approval of Nvidia's H20 chip exports to China, revealing varying political perspectives. It tackles the complex dynamics of export controls and national security concerns. Additionally, it examines the AI industry's mixed responses to the EU AI Code of Practice, highlighting compliance challenges and skepticism from major tech companies. The discussion also underscores the need for standardized safety protocols in AI, addressing the balance between innovation and regulation.
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H20 Chip's Strategic Role
- The NVIDIA H20 chip is a degraded but highly reliable chip allowed by export controls to be sold in China.
- It outperforms domestic Chinese AI chips and supports inference well due to high interconnect speed.
Export Controls Amid GPU Shortages
- Despite export controls, NVIDIA saw explosive growth due to global GPU shortages and AI demand.
- Existing chips trained notable models; newer chips' impact will be felt over the next 5-10 years.
Global GPU Shortage Intensifies
- U.S. export controls tightened in 2025, affecting H20 exports, coinciding with a global GPU shortage.
- Both U.S. and Chinese firms report severe GPU constraints impacting AI development pace.