In this episode I take a critical look at the newly released BIS rule for selling NVIDIA H200 Chips to China. What does the rule actually lay out, and is this an effective policy that will protect American technology and interests? I break down why I think this rule falls short.

Links:

https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china

https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov

https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership

https://www.csis.org/podcasts/ai-policy-podcast/future-nvidias-h200-china-and-pentagons-new-ai-strategy

https://www.cfr.org/articles/consequences-exporting-nvidias-h200-chips-china

https://www.cnas.org/publications/commentary/cnas-insights-unpacking-the-h200-export-policy

https://www.cfr.org/articles/new-ai-chip-export-policy-china-strategically-incoherent-and-unenforceable

In this episode I cover a topic that has been weighing on my mind in recent months. China has dominated the news cycle, and it seems to me that the United State's posture towards China is weakening. From the postponed Affiliates Rule to allowing the sale of NVIDIA H200 Chips, I cover what I view is a concerning trend of appeasement towards China, and how it negatively affects the U.S. and the broader status quo.

Links:

https://www.uscc.gov/research/chinas-facilitation-sanctions-and-export-control-evasion#_Toc213758808

https://www.justice.gov/opa/pr/us-citizens-and-chinese-nationals-arrested-exporting-artificial-intelligence-technology

https://www.foreign.senate.gov/hearings/countering-chinas-challenge-to-american-ai-leadership

https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/

https://www.youtube.com/watch?v=Gdgs7g6jw1w

https://www.justice.gov/opa/pr/us-authorities-shut-down-major-china-linked-ai-tech-smuggling-network

We're approaching the New Year, so I thought it would be a good idea to look at some upcoming ITAR updates that are scheduled for the near future. In this episode I break down the upcoming Interim Final Rules and Final Rules that are scheduled, and highlight the importance of why staying up to date on these changes can be beneficial for your business.

https://www.federalregister.gov/documents/2024/10/23/2024-24091/international-traffic-in-arms-regulations-itar-us-munitions-list-categories-iv-and-xv

https://www.federalregister.gov/documents/2024/07/29/2024-16501/international-traffic-in-arms-regulations-revisions-to-definition-and-controls-related-to-defense

https://www.federalregister.gov/documents/2024/08/20/2024-18043/international-traffic-in-arms-regulations-exemption-for-defense-trade-and-cooperation-among

https://www.federalregister.gov/documents/2022/02/02/2022-01889/international-traffic-in-arms-regulations-corrections-and-clarifications-for-export-and-reexport

https://www.federalregister.gov/documents/2021/05/27/2021-11053/international-traffic-in-arms-regulations-regular-employee

https://www.federalregister.gov/documents/2024/08/15/2024-18249/international-traffic-in-arms-regulations-amendments-to-the-definition-of-activities-that-are-not

https://www.reginfo.gov/public/do/eAgendaMain?operation=OPERATION_GET_AGENCY_RULE_LIST¤tPub=true&agencyCode=&showStage=active&agencyCd=1400&csrf_token=8CBC06EB7A55E0CB034A8E9232CACAF1674B064F48C51D71854C0FFA9B88BD5A7D7A0BE2ED9783B4704ACC83A1302B3321CC