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VOICE ARCHIVE

Lennart Heim

@ohlennart
22 posts
2026-03-03
More people, especially in DC, should be like Eliot: an investigative journalist. Go through court documents, track down the players, and piece together the story. I gave some comments for the story. Worth a read, not for the quantities of AI chips, but for the methods.
2026-03-03 View on X
The Wire China

A look at the US DOJ's December 2025 indictment that alleged a smuggling ring illegally exported or tried to export $160M+ in advanced Nvidia AI chips to China

When President Donald Trump announced last December that Washington would let Nvidia sell its advanced H200 chips to China …

2026-02-22
The Peace Corps is now helping export the US tech stack. Go make a difference. [image]
2026-02-22 View on X
Rest of World

The US launches the Tech Corps, a program under the Peace Corps to send volunteers abroad to promote American AI, as the US competes with China for AI dominance

2026-02-21
The Peace Corps is now helping export the US tech stack. Go make a difference. [image]
2026-02-21 View on X
Rest of World

The US launches the Tech Corps, a program under the Peace Corps to send volunteers abroad to promote American AI, as the US competes with China for AI dominance

Washington to send volunteers abroad to promote American AI models as Chinese open-weight models are proving popular.

2026-01-15
The 25% revenue sharing order—sorry, tariff—for H200s is out. Remember, the H200 rule requires chips sold to China to transit the US for “testing.” This tariff then applies 25% to chips matching narrow specs that go in and out again because of security risks. [image]
2026-01-15 View on X
Bloomberg

President Trump signs an order to impose a 25% tariff on chips “transshipped through the US to other foreign countries”, as part of the Nvidia H200 export deal

The US imposed a 25% tariff on imports of certain semiconductors, a key step in an agreement blessed by President Donald …

This is the result of the famous Section 232 investigation. The immediate effect is only the 25% tariff on H200-class chips. But in the future: -90 days of trade negotiations -broader tariffs on semis in phase 2 -Commerce reports by July on the data center chip market
2026-01-15 View on X
Nikkei Asia

Sources: China is drafting Nvidia H200 purchase rules, limiting how many chips local companies can buy and requiring them to justify the need, instead of a ban

Nikkei Asia:

The 25% revenue sharing order—sorry, tariff—for H200s is out. Remember, the H200 rule requires chips sold to China to transit the US for “testing.” This tariff then applies 25% to chips matching narrow specs that go in and out again because of security risks. [image]
2026-01-15 View on X
Nikkei Asia

Sources: China is drafting Nvidia H200 purchase rules, limiting how many chips local companies can buy and requiring them to justify the need, instead of a ban

Nikkei Asia:

This is the result of the famous Section 232 investigation. The immediate effect is only the 25% tariff on H200-class chips. But in the future: -90 days of trade negotiations -broader tariffs on semis in phase 2 -Commerce reports by July on the data center chip market
2026-01-15 View on X
Bloomberg

President Trump signs an order to impose a 25% tariff on chips “transshipped through the US to other foreign countries”, as part of the Nvidia H200 export deal

The US imposed a 25% tariff on imports of certain semiconductors, a key step in an agreement blessed by President Donald …

This is the result of the famous Section 232 investigation. The immediate effect is only the 25% tariff on H200-class chips. But in the future: -90 days of trade negotiations -broader tariffs on semis in phase 2 -Commerce reports by July on the data center chip market
2026-01-15 View on X
Bloomberg

Letter: a top House Republican warns severe DRAM and HBM3E supply shortages will constrain H200 export licenses; Nvidia says it “can serve all approved” orders

Tight memory chip supplies will constrain the number of US export licenses for Nvidia Corp. to sell …

The 25% revenue sharing order—sorry, tariff—for H200s is out. Remember, the H200 rule requires chips sold to China to transit the US for “testing.” This tariff then applies 25% to chips matching narrow specs that go in and out again because of security risks. [image]
2026-01-15 View on X
Bloomberg

Letter: a top House Republican warns severe DRAM and HBM3E supply shortages will constrain H200 export licenses; Nvidia says it “can serve all approved” orders

Tight memory chip supplies will constrain the number of US export licenses for Nvidia Corp. to sell …

2026-01-14
This is the result of the famous Section 232 investigation. The immediate effect is only the 25% tariff on H200-class chips. But in the future: -90 days of trade negotiations -broader tariffs on semis in phase 2 -Commerce reports by July on the data center chip market
2026-01-14 View on X
Reuters

Sources: Chinese officials told customs agents this week that Nvidia H200s are barred from China and told local tech companies not to buy them unless necessary

Chinese customs authorities told customs agents this week that Nvidia's (NVDA.O) H200 artificial intelligence chips are not permitted …

The 25% revenue sharing order—sorry, tariff—for H200s is out. Remember, the H200 rule requires chips sold to China to transit the US for “testing.” This tariff then applies 25% to chips matching narrow specs that go in and out again because of security risks. [image]
2026-01-14 View on X
Reuters

Sources: Chinese officials told customs agents this week that Nvidia H200s are barred from China and told local tech companies not to buy them unless necessary

Chinese customs authorities told customs agents this week that Nvidia's (NVDA.O) H200 artificial intelligence chips are not permitted …

The rule codifying the H200 deal is out. Notably: -H200 is allowed-chips more powerful are not -Exports only if there's sufficient US supply first -Aggregate exports capped at <50% of US customer volume -KYC for remote access [image]
2026-01-14 View on X
Reuters

Sources: Chinese officials told customs agents this week that Nvidia H200s are barred from China and told local tech companies not to buy them unless necessary

Chinese customs authorities told customs agents this week that Nvidia's (NVDA.O) H200 artificial intelligence chips are not permitted …

The 25% revenue sharing order—sorry, tariff—for H200s is out. Remember, the H200 rule requires chips sold to China to transit the US for “testing.” This tariff then applies 25% to chips matching narrow specs that go in and out again because of security risks. [image]
2026-01-14 View on X
Bloomberg

Trump signs an order to impose a 25% tariff on chips “transshipped through the United States to other foreign countries”, as part of the Nvidia H200 deal

www.bloomberg.com/news/article...

The cap at 50% of US customer volume means: a. H200 sales worldwide were in my books at around 2M (total Hopper at 4M). This caps it at 1M. b. can't do a China specific chip (because it has zero US sales)
2026-01-14 View on X
Reuters

Sources: Chinese officials told customs agents this week that Nvidia H200s are barred from China and told local tech companies not to buy them unless necessary

Chinese customs authorities told customs agents this week that Nvidia's (NVDA.O) H200 artificial intelligence chips are not permitted …

This is the result of the famous Section 232 investigation. The immediate effect is only the 25% tariff on H200-class chips. But in the future: -90 days of trade negotiations -broader tariffs on semis in phase 2 -Commerce reports by July on the data center chip market
2026-01-14 View on X
Bloomberg

Trump signs an order to impose a 25% tariff on chips “transshipped through the United States to other foreign countries”, as part of the Nvidia H200 deal

www.bloomberg.com/news/article...

The rule codifying the H200 deal is out. Notably: -H200 is allowed-chips more powerful are not -Exports only if there's sufficient US supply first -Aggregate exports capped at <50% of US customer volume -KYC for remote access [image]
2026-01-14 View on X
Bloomberg

Under new US licensing requirements, the Commerce Department says it will review exports of Nvidia's H200 and AMD's MI325X to China on a case-by-case basis

a limit on how much Nvidia and AMD can sell to China and required certifications that US supply won't be affected. https://www.bloomberg.com/...@kakashiii111:The Chinese government...

The cap at 50% of US customer volume means: a. H200 sales worldwide were in my books at around 2M (total Hopper at 4M). This caps it at 1M. b. can't do a China specific chip (because it has zero US sales)
2026-01-14 View on X
Bloomberg

Under new US licensing requirements, the Commerce Department says it will review exports of Nvidia's H200 and AMD's MI325X to China on a case-by-case basis

a limit on how much Nvidia and AMD can sell to China and required certifications that US supply won't be affected. https://www.bloomberg.com/...@kakashiii111:The Chinese government...

2026-01-13
The rule codifying the H200 deal is out. Notably: -H200 is allowed-chips more powerful are not -Exports only if there's sufficient US supply first -Aggregate exports capped at <50% of US customer volume -KYC for remote access [image]
2026-01-13 View on X
Reuters

Filing: the US greenlights Nvidia H200 exports to China; the chips will be tested by a 3rd-party lab to confirm their AI capabilities before they can be shipped

The Trump administration on Tuesday gave the greenlight to exports to China of Nvidia's (NVDA.O) second most powerful AI chips …

The cap at 50% of US customer volume means: a. H200 sales worldwide were in my books at around 2M (total Hopper at 4M). This caps it at 1M. b. can't do a China specific chip (because it has zero US sales)
2026-01-13 View on X
Reuters

Filing: the US greenlights Nvidia H200 exports to China; the chips will be tested by a 3rd-party lab to confirm their AI capabilities before they can be shipped

The Trump administration on Tuesday gave the greenlight to exports to China of Nvidia's (NVDA.O) second most powerful AI chips …

2025-01-14
Here's a visualization of the US export controls on chips. Explicitly designed to target chips with high performance and interconnect (chip to chip) bandwidth - as commonly used in high-performance clusters. Purposely designed to not target Gaming GPUs and consumer hardware. [image]
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...