tphuang 分析美国管控 NVIDIA H200 对华出口背后的稀土博弈
Since this has been known for a while, it's clearly not a natsec issue (China holding H200 in HK rn), so why now? I'd pt to Trump's upcoming visit to ...
AI 导读
tphuang 认为，特朗普此时授权打击涉嫌将 NVIDIA 先进 AI 芯片转售中国的公司，并非国家安全考量（中国目前在香港囤有 H200），而是谈判筹码，指向特朗普即将访问深圳以及中方 9 月习近平访美后缺乏回应。