# The Future of Nvidia’s H200 in China and the Pentagon's New AI Strategy

Page: https://stenobird.com/podcast/the-ai-policy-podcast-6758160/the-future-of-nvidia-s-h200-in-china-and-the-pentagon-s-new-ai-strategy
Text version: https://stenobird.com/podcast/the-ai-policy-podcast-6758160/the-future-of-nvidia-s-h200-in-china-and-the-pentagon-s-new-ai-strategy.md
Podcast: [The AI Policy Podcast](https://stenobird.com/podcast/the-ai-policy-podcast-6758160)
Published: 2026-01-22T14:19:00+00:00
Episode link: https://traffic.megaphone.fm/CSIS8028055133.mp3
Audio file: https://traffic.megaphone.fm/CSIS8028055133.mp3
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Duration seconds: 3576

## Resource

In this episode, we discuss and evaluate the BIS' new export policy for Nvidia's H200 chips (00:31) before turning to Beijing's decision to block H200 imports (20:18). We then unpack the Pentagon's recently published AI Strategy, including the shift it represents in DOW's approach to AI integration (29:17). Read the CNAS commentary "Unpacking the H200 Export Policy" here.

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## Transcript

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