All Things Policy US's Plans To Sell H200 Chips To China
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Dec 29, 2025 Hosts delve into the chip wars of 2025, focusing on the controversial decision to sell H200 chips to China while the US takes a 25% revenue cut. They discuss the strategic implications of targeting GPUs for AI export controls and explore the dynamics of US-China tech relations. The conversation touches on Jensen Huang's business-political lobbying and the resulting tensions. Additionally, they contemplate the long-term impacts on China's tech ambitions and the potential benefits for India as export controls evolve.
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Why GPUs Are The Control Point
- GPUs became the focal point of AI export controls because hardware is easier to regulate than software.
- NVIDIA's ecosystem (CUDA, software, models) made GPUs the de facto route for running and controlling AI.
H200 As A Geopolitical Compromise
- The H200 is framed as a compromise chip between earlier H20 limits and the highest-end Blackwell models.
- The US aims to retain leadership while keeping China dependent enough to slow full indigenization.
Jensen Huang's Public Lobbying
- Jensen Huang shifted from public neutrality to active lobbying for access to China across 2025.
- His moves illustrate how CEOs now publicly shape geopolitics to protect market access.