🇺🇸💰 U.S. Puts a Price on AI Exports to China

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The U.S. will now allow Nvidia to sell H200 AI chips to approved customers in China — but under a new rule:
👉 25% of that revenue goes to the U.S. government.

Instead of a full ban, Washington has shifted to controlled access. China can buy strong chips, but not the most advanced ones like Blackwell or Rubin.

🤝 Why It Matters for Chipmakers

China is a multi-billion-dollar market, and even after a 25% cut, Nvidia, AMD, and Intel stand to make huge profits.

Wall Street sees it as a win — Nvidia’s stock already jumped.
But there’s a catch: their business is now tightly linked to U.S. politics.
One sanction or speech could change everything overnight.

🧠 What This Means for China

Chinese companies still get high-performance AI hardware — enough for commercial, military, and surveillance AI.

Think of it like this:
🏎️ U.S. has Formula 1; China gets high-end GT racing.
Not the cutting edge, but still extremely powerful.

🏁 The Bigger Strategy

China will develop advanced AI systems regardless — through imports, domestic chips, or offshore data centers.

The U.S. strategy isn’t to stop China.
It’s to tax it, throttle it, and stay ahead by one generation.

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