ChinaTalk Emergency Pod: H200s to China with Dmitri Alperovich
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Dec 9, 2025 
Dmitri Alperovich, a cybersecurity and national security expert at the Silverado Policy Accelerator, discusses the implications of Trump's decision to export H200s to China. He warns this move could jeopardize U.S. military advantages and accelerate China's technological capabilities, particularly for Huawei. The conversation delves into NVIDIA's controversial stance on global innovation versus national security, and the necessity of prioritizing U.S. chip demands. Dmitri also highlights the geopolitical risks and potential shifts in global compute dominance stemming from this policy.
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Exporting H200s Weakens U.S. Security
- Allowing NVIDIA H200 exports to China is a major national security mistake that empowers the PLA and Chinese intelligence.
- Dmitri Alperovich argues this move surrenders U.S. strategic advantage and aids an adversary's military and economic competition.
No Real Addiction To CUDA Stack
- The "addiction to the American AI stack" argument is false because companies can and do shift off CUDA quickly.
- Selling H200s accelerates Chinese capability while China simultaneously invests in indigenous chips like Huawei Ascent.
Prioritize U.S. Demand First
- Prioritize American demand before approving exports to strategic competitors, as the GAIN Act proposed.
- Ensure U.S. government and industry have first access to scarce chips to preserve military and economic advantage.