In this episode, we discuss and evaluate the BIS' new export policy for Nvidia's H200 chips (00:31) before turning to Beijing's decision to block H200 imports (20:18). We then unpack the Pentagon's recently published AI Strategy, including the shift it represents in DOW's approach to AI integration (29:17).
Read the CNAS commentary "Unpacking the H200 Export Policy" here.
Information
- Show
- Channel
- FrequencyUpdated Biweekly
- PublishedJanuary 22, 2026 at 2:19 PM UTC
- Length1 hr
