Nvidia’s China Unlock: What the H200 Approval Actually Means for the AI Trade
Regulatory approvals in the semiconductor space rarely arrive cleanly, and they almost never mean what they appear to mean on the surface. Beijing’s decision to allow Nvidia to sell its H200 AI chip in China, confirmed as of March 18, 2026, is being read as a straightforward market reopening. It’s more complicated than that. And … Read more