CNA938 Rewind - The $AI Chip Deal: Can China Afford to Buy – Or Refuse – Nvidia's H200?
The US has approved the sale of Nvidia's H200 chips to China, but with a 25% revenue cut and security checks that spike costs. Andrea Heng and Susan Ng dissect if Chinese firms genuinely want these US-made chips over fast-catching domestic alternatives with Alex Capri, Senior Lecturer, NUS Business School. Is this a political move by Trump, and does the high cost risk pushing China further towards self-reliance?
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13 min