The Chip War Just Flipped: H200s Are Trickling Into China
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July 2026: H200s begin shipping to China China plans to let only top AI firms buy — in limited amounts The U.S. official's two-word reality check The case for selling: dependence is leverage The mirror-image logic in Beijing Nvidia's China sales stall while local champions climb The most valuable company on earth, squeezed by two capitals Thin legal flows feed thick grey markets Real compute — but not the crown jewels Three numbers will tell you who's winning The chip war's new phase is control, not denial
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