The Sequence Opinion #762: Trillion-Parameter Diplomacy: China, the US, and the Battle for Open Models

The U.S. Commerce Department has eased restrictions, allowing Nvidia to sell its H200 AI chips to approved customers in China, following a significant policy shift initiated by the Trump administration that lifted a previous export ban due to national security concerns. This decision marks a pivotal moment for Nvidia as it re-enters a crucial market after extensive lobbying efforts.

The United States has imposed a 25% tariff on imports of certain advanced semiconductors, a move linked to an agreement allowing Nvidia Corp. to export its H200 artificial intelligence processors manufactured in Taiwan to China. This decision was endorsed by President Donald Trump, marking a significant shift in U.S. technology export policy.

China has submitted two requests to the International Telecommunication Union to reserve orbital slots for a new satellite constellation aimed at enhancing its space-based communications capabilities. This initiative is part of a broader strategy to expand China's presence in low Earth orbit (LEO).

China has issued a directive prohibiting the use of cybersecurity products from leading American and Israeli firms, including Palo Alto Networks Inc., Fortinet Inc., and Check Point Software Technologies Ltd. This decision reflects ongoing tensions between China and these countries, particularly in the technology sector.

The Sequence AI of the Week #789 highlights the innovative research from MIT on recursive language models, suggesting that prompts could evolve into interactive environments, enhancing user engagement with AI systems.

The U.S. has approved the export of Nvidia's H200 AI chips to China, yet reports indicate that China may block these imports at customs, creating a significant barrier to entry for the technology. This development follows extensive negotiations and a stipulation of a 25% fee on sales.

The app 'Are You Dead Yet' has rapidly ascended to the top of app-store charts in China, attracting significant investor interest. Despite its success, one of the app's creators has announced plans to change its name in an exclusive interview with WIRED.

Sodium-ion batteries are emerging as a viable alternative to lithium-ion batteries, particularly in electric vehicles and energy storage systems, as the industry seeks to address the limitations of lithium's supply and price volatility. This shift is gaining traction in China, which is positioning itself as a leader in this technology.