Chips are the backbone of modern artificial intelligence. One chip in particular, Nvidia's H20, has become a flashpoint. Developed specifically for the Chinese market, the H20 was engineered to avoid existing US export controls while preserving key capabilities that make it highly attractive for advanced AI systems.

National security experts and AI policy leaders have urged the US government to treat chips like the H20 as a strategic asset. And until just days ago, it appeared the Trump administration was prepared to act—moving to block their sale to China.

Following a dinner at Mar-a-Lago attended by Nvidia CEO Jensen Huang, the administration reportedly paused plans to impose further restrictions on H20 chip sales to China. Sales will continue. Experts argue the decision undermines a policy Trump has championed: to ensure America, not China, leads the world in AI.

A Key Shift in AI

Sales of the H20 chip carry [...]

---

Outline:

(01:09) A Key Shift in AI

(02:59) Americas Last Advantage

(05:07) Profits or Policy?

(06:39) The Worst Possible Time

---

First published:

Source:

---

Narrated by TYPE III AUDIO.