u/Educational_Ease367

This is why controlled H200 access makes more sense than blanket denial. Keep users tied to NVIDIA rails where possible, or watch them build local chips, local clouds, and local models until they stop asking.

There is a difference between blocking military-sensitive chip flows and making the whole US AI supply chain look politically unpredictable. The US should close backdoors and enforce real restrictions. But if the policy environment becomes too messy, it weakens trust in American suppliers and pushes China toward self-reliance faster.