The Point with AEC
In this episode I take a critical look at the newly released BIS rule for selling NVIDIA H200 Chips to China. What does the rule actually lay out, and is this an effective policy that will protect American technology and interests? I break down why I think this rule falls short. Links: https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china [https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china] https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov [https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov] https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership [https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership] https://www.csis.org/podcasts/ai-policy-podcast/future-nvidias-h200-china-and-pentagons-new-ai-strategy [https://www.csis.org/podcasts/ai-policy-podcast/future-nvidias-h200-china-and-pentagons-new-ai-strategy] https://www.cfr.org/articles/consequences-exporting-nvidias-h200-chips-china [https://www.cfr.org/articles/consequences-exporting-nvidias-h200-chips-china] https://www.cnas.org/publications/commentary/cnas-insights-unpacking-the-h200-export-policy [https://www.cnas.org/publications/commentary/cnas-insights-unpacking-the-h200-export-policy] https://www.cfr.org/articles/new-ai-chip-export-policy-china-strategically-incoherent-and-unenforceable [https://www.cfr.org/articles/new-ai-chip-export-policy-china-strategically-incoherent-and-unenforceable]
17 episodes
Comments
0Be the first to comment
Sign up now and become a member of the The Point with AEC community!