Last week, the US government gave chip-maker Nvidia the green light to sell its H200 graphics processing units (GPUs) to approved buyers in China. These GPUs were previously subject to export controls preventing their sale to China. Following Nvidia's record-breaking $5 trillion valuation, in October, this approval squares neatly with the views of many US policymakers who argue for an AI strategy focused on exporting US technology at scale. Among them is Sriram Krishnan, senior White House policy advisor on AI, who has stated the economic motivations bluntly: “Winning the AI race = market share.” Krishnan's approach contrasts starkly with that of the Biden administration, which aimed to defend American AI leadership and protect against national security threats through increasingly stringent restrictions on exports of US AI hardware.

The White House's July 2025 AI Action Plan, which lays out its export-focused strategy in depth, argues that selling the “full AI technology stack — hardware, models, software, applications, and standards” is the key to preventing other countries from adopting rivals’ solutions instead. The US could thus entrench its position as the leading provider of AI, the rationale goes, and secure long-term influence over not only AI hardware but also the [...]

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Outline:

(02:30) Exporting Chips Weakens Other Parts of the US AI Ecosystem

(08:28) China Does Not Have Enough AI Chips to Seize Market Share from the US

(10:31) The Impacts of Exporting AI Chips and Open-Weight Models on National Security Cannot Be Ignored

(13:53) We Can Balance Economic and Security Goals by Renting America's AI Technology Instead of Selling It

(17:40) Discussion about this post

(17:43) Ready for more?

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Narrated by TYPE III AUDIO.