Ban not only failed to isolate Chinese advances in AI, but also gave companies such as SMIC and Huawei the chance to become global powerhouses
China policy – or for that matter any policy – coming out of the Donald Trump White House is not usually known for being the product of considered thought and deliberation.
But allowing China to resume buying more legacy chips other than the most advanced ones may be its most rational and defensible yet.
Negotiations after Geneva and London led to China loosening export controls on rare earths and the US allowing chipmakers such as Nvidia to resume selling its H20 artificial intelligence (AI) chips to China. That’s usually interpreted as a quid pro quo. However, it’s clear Washington also thinks it’s good policy as well as good for business.
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