Allowing the sale of Nvidia H200 chipchips sales to China ends the disastrous Biden-era policy that forced American companies to waste billions on degraded products nobodyno one wanted while killing innovation. This smart move protects national security through proper vetting, creates high-paying American jobs, and lets U.S. companies compete globally insteadrather ofthan surrenderingsurrender markets to foreign rivals.
Selling H200 chips to China representsis a colossal national security failure that hands Beijing the exact technology needed for AIartificial intelligence and military superiority. The Justice Department shut down smuggling networks for these same chips on the very day the administration approved their sale. This reckless decision squanders America's primary advantage in the AI race for short-term profits.
Despite U.S. approval for Nvidia to export its H200 AI chips to vetted Chinese customers, demand may disappoint due to lingering cybersecurity concerns. While the move is seen as positive, purchases will depend on individual risk assessments as China builds its own AI ecosystem, reducing reliance on Nvidia amid scrutiny of chip security and rising domestic competition.
There's a 98% chance that Nvidia will outperform the S&P 500 in 2025, according to the Metaculus prediction community.
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