Consultancy Circle

Artificial Intelligence, Investing, Commerce and the Future of Work

Day: December 13, 2025

  • China’s Strategic Rejection of H200s: Impact on US Relations

    China’s abrupt rejection of NVIDIA’s next-generation H200 AI chips has surfaced as a pivotal inflection point in both semiconductor geopolitics and U.S.-China tech rivalry. Once seen as the leading candidate to receive high-performance computing (HPC) systems despite Washington’s escalating export controls, China has instead opted to revitalize its domestic AI stack and sideline constrained offerings…