China, not the US, is blocking H200 sales; analyst calls chip policy decade's biggest self-own
firstadopter · x · 2026-11-16
- Analyst firstadopter highlights an irony: despite US licenses being approved, Nvidia H200 GPUs aren't being sold in China right now — because China is blocking the imports, angered by insults from US cabinet officials and now committed to building its own chip ecosystem.
- He argues there was a window when China would have gladly accepted H200s, and that selling chips one or two generations behind was the right long-term national-security strategy for the US — but the administration fumbled it with chaotic on-again, off-again bans.
- His verdict: the China hawks' chip policy will go down as the biggest self-own of the decade for long-term US national security.
Related event: H200 sales to China stall amid US curbs and Beijing's own restrictions(2 posts)→
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