Supply Chains

Cole McFaul shared his expert analysis in an article published by BBC News. The article discusses President Donald Trump’s decision to allow Nvidia and other U.S. chipmakers to sell their H200 AI chips to approved customers in China, a move that partially reverses earlier restrictions and has significant implications for U.S.-China technology competition.

A CSET explainer was highlighted in an article published by Bloomberg. The article discusses new bipartisan legislation that would restrict U.S. companies, including Nvidia, from exporting advanced AI chips to China, reinforcing existing controls and shaping the future of U.S. technology policy.

Sam Bresnick and Cole McFaul shared their expert analysis in an op-ed published by The Hill. In their piece, they explain why relaxing U.S. export controls on advanced AI chips would pose significant national security risks, especially as new evidence shows the Chinese military actively acquiring and using American semiconductors.

The hottest new AI company is…Google?

CNN
| November 29, 2025

CSET’s Jacob Feldgoise shared his expert analysis in an article published by CNN. The article discusses the differences between Google’s custom Tensor chips and Nvidia’s GPUs, and how these distinctions shape the AI hardware landscape.

CSET’s Hanna Dohmen shared her expert analysis in an article published by CNBC. The article discusses how China continues to advance in artificial intelligence despite U.S. restrictions on access to Nvidia’s most advanced chips.

CSET’s Jacob Feldgoise shared his expert analysis in a segment published by NPR’s All Things Considered. The segment discusses the U.S. government’s 10% stake in Intel, framing the move as part of broader efforts to reduce reliance on foreign chipmakers and secure U.S. leadership in advanced semiconductor manufacturing.

CSET’s Jacob Feldgoise shared his expert analysis in an article published by BBC. The article discusses the U.S. government’s 10% stake in Intel, highlighting the move as part of broader efforts to strengthen domestic semiconductor production and maintain U.S. technological leadership.

CSET’s Jacob Feldgoise shared his expert analysis in an article published by Bloomberg. The article discusses a controversial revenue-sharing deal in which Nvidia and AMD agreed to pay 15% of their Chinese AI chip sales to the U.S. government, highlighting how the Trump administration has softened export controls in exchange for financial concessions.

Jacob Feldgoise and Hanna Dohmen shared their expert insights in an article published by Bloomberg. The article discusses China’s ongoing struggle to develop advanced semiconductor lithography systems—technology crucial to its ambitions for technological self-sufficiency amid its trade and tech rivalry with the United States.

CSET’s Helen Toner shared her expert insights in an article published by Foreign Policy. The article explores the impact of renewed U.S. export restrictions on Nvidia and the broader implications for U.S.-China competition in artificial intelligence (AI). Nvidia announced it expects a $5.5 billion financial hit due to new licensing requirements for selling its H20 chips to China.