H200 被加税 25%：被收割的不是英伟达，是你的安全感

from Marisa Wu · AI Strategy · host Marisa Wu

美国一边给英伟达的 H200 开对华出口绿灯，一边在芯片进美国那一段插了一刀 25% 关税；中国这里则被提醒“先别放行”。表面上是芯片涨价，实质是在改写一件事：谁有权决定你的算力从哪里来、以什么价格来、在多长时间内来。这期不讲宏大叙事，只问几个直接的问题：你的商业模型，是不是还建在一个已经不存在的“理想算力世界”上。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Jan 16, 2026

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H200 被加税 25%：被收割的不是英伟达，是你的安全感

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