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://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.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.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