Is Nvidia's H200 deal a strategic reset or a temporary truce?

Washington has just reversed course again. It is now allowing Nvidia to sell its advanced H200 AI chips to China, with a hefty 25% revenue cut flowing straight to the U.S. government. Is this a strategic concession, a commercial calculation, or the start of a new conditional export model? Will Chinese tech giants rush to buy the H200? Can Washington achieve its intended goals with the policy shift? And will this prompt other governments or companies to reconsider their own restrictions on tech exports to China? Host Tu Yun joins Andy Mok, a professor of Beijing Foreign Studies University and a senior research fellow at the Center for China and Globalization, Dr. Zhou Mi, the Deputy Director of the Institute of American and Oceania Study, Chinese Academy of International Trade and Economic Cooperation, and Dr. Warwick Powell, an adjunct professor of the Queensland University of Technology for a chat.