Selling H200s to China Is Unwise and Unpopular

from Don't Worry About the Vase Podcast · host Askwho Casts AI

Podcast episode for Selling H200s to China Is Unwise and Unpopular.* 00:00 - Introduction* 01:29 - The Announcement* 04:43 - How Bad Would This Be?* 12:55 - Is There A Steelman Case For This Other Than ‘Trade Always Good’?* 17:38 - Compute Is A Key Limiting Factor For China and Chinese Labs* 19:13 - What About That All Important ‘Tech Stack’?* 22:05 - Selling H200s Hurts America In The AI Race* 23:41 - Nvidia Number Did Not Go Up That MuchThe Don’t Worry About the Vase Podcast is a listener-supported podcast. To receive new posts and support the cost of creation, consider becoming a free or paid subscriber.https://open.substack.com/pub/thezvi/p/selling-h200s-to-china-is-unwise?utm_campaign=post-expanded-share&utm_medium=web Get full access to DWAtV Podcast at dwatvpodcast.substack.com/subscribe

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This episode is 26 minutes long.

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This episode was published on December 9, 2025.

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