Chinese regulators granted DeepSeek conditional access to Nvidia H200 chips, joining ByteDance and A...
The AMW Read
Updates the DeepSeek case study regarding compute constraints and signals a structural shift in state-monitored compute allocation under US-CN export controls.
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Foundation Models · Case StudiesCompute EconomicsGeopolitics
Chinese regulators granted DeepSeek conditional access to Nvidia H200 chips, joining ByteDance and Alibaba in a pool cleared for over 400,000 units. This shift prioritizes firms capable of maximizing the 4.8 TB/s HBM3e bandwidth, the practical ceiling under US export limits. Systemically, Beijing is building a state-monitored compute tier to preserve AI competitiveness. This allows national champions to scale without restricted Blackwell-class processors. 🚀💻
