- **Mario Nawfal highlights a New York Times report** on two Chinese firms, New Matrix and Maginfra, approved by the Trump administration to assemble Nvidia H200 AI chips despite operating from empty offices in Beijing with ownership ties to US-blacklisted entities like Wise Road Capital and Inspur. - **Roughly two dozen Chinese companies**, including Baidu, BYD, and Tesla Shanghai, received clearances under a December 2025 policy allowing H200 sales to China with 25% of revenue directed to the US government. - **The findings spotlight vetting challenges** in US export controls, as the firms were cleared to handle advanced AI hardware amid separate reports of potential intelligence links involving Nvidia executives and concerns over technology diversion to China's military.
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