Selling Nvidia H200 chips to China risks unravelling broader US AI strategy: Analyst

Ryan Fedasiuk, fellow at the American Enterprise Institute, says attempting to disrupt Chinese techs like Huawei by allowing the sale of Nvidia H200s makes sense in theory but not in practice, and that the integration of China’s AI industry is likely to continue unabated. He also says that the ongoing fragmentation of the global chip market remains an underappreciated issue in Washington.