10 Dec 2024
More recent developments
December 12, 2025
Quick Take: The Great H200 Trade-off Debate
Officials in Beijing are struggling mightily with whether to allow imports of Nvidia’s H200 AI chips, and if so, under what conditions. ICYMI: In an about-face earlier this week, President Trump decided to approve H200 shipments to Chinese customers, with… Read More »
December 10, 2025
Domestic AI chips reportedly added to government procurement list
What happened: On December 10, the FT reported that China has added domestically made AI chips from Huawei and Cambricon to an official innovative IT product procurement catalogue – the “xinchuang” list. Some context: The catalogue, which is not typically… Read More »
December 9, 2025
China thinks twice about allowing imports of advanced Nvidia chips
US President Donald Trump just did China a solid – but it's not clear Beijing cares. What happened: On December 8, Trump announced on Truth Social that he will let Nvidia ship H200 AI GPUs to Chinese customers (with the… Read More »