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Comment by Rush Doshi
C.V. Starr Senior Fellow for Asia Studies and Director of the China Strategy Initiative at the Council on Foreign Relations; former NSC Director for China
[The regulation] acknowledges that exporting advanced AI chips to China poses serious national security risks, while simultaneously creating a pathway to permit their sale. The result is a framework that is strategically incoherent. [...] Shipments of 1 million H200s would increase the total amount of AI compute installed in China in 2026 by 250% relative to if China relied solely on domestic AI chips.
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(2026)
21h ago
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