China‑US Nexus Brief

Nvidia H200 Chip Approvals and Production Restart

• 🔥 Chinese Approvals for Multiple Buyers: Chinese authorities have approved Nvidia's H200 AI...

• Paris talks yield gains: China-US held in-depth, candid, constructive discussions, agreeing to work toward a trade and investment deal.
• Summit...

Key developments signaling reduced policy friction for AI chips:

• CEO Huang confirms purchase orders from China and manufacturing restart, with...

US-China Trade Talks in Paris

• 🔥 Investment Protection and Tariffs: The Chinese side emphasized the need for stronger investment protection,...

US-China economic and trade teams concluded talks at the OECD headquarters in Paris today.

Chinese and U.S. delegations held economic and trade talks on March 15 at the OECD headquarters in Paris.

Top Democrats warn the Trump administration's first approval for Nvidia's H200 AI chip exports to China risks harming US interests, spotlighting tensions in tech export policy.

Paris Trade Talks

• 🔥 Wrapping Up Managed Trade and Agriculture Deals: US and China seek to wrap Paris talks on managed trade and agriculture...

Key progress in US-China Paris talks:

• Initiation: Holding discussions ahead of Trump-Xi summit, post-truce with lowered tariffs/export...

China demands the US abandon Section 301 investigations, accusing it of fabricating facts to justify trade restrictions under the pretext of forced labor.

Key diplomatic signals for tariff relief post-escalation:

• High-level meet: Treasury's Bessent, USTR Greer join China's He Lifeng in Paris March...

• Escalating disputes: China issues strong warning over military activity, economic pressure, global security
• Alliance risks: Potential...

• US strategy: Obsessed with AGI race, investing hundreds of billions in massive compute clusters.
• China's focus: Prioritizes efficiency from...

China's Export Surge Despite US Trade Decline

• 🔥 Exports Rise Nearly 22% in Jan-Feb: China's exports rose nearly 22% year-over-year in...

• Google disrupted infrastructure of China-linked UNC2814, which breached over 53 organizations across 42 countries mainly in Africa, Asia,...

China's economic data indicates strength and shrinking dependency on the US.

China's exports rose nearly 22% in Jan-Feb YoY, far exceeding forecasts and December's 6.6% pace, despite waning US trade. Higher shipments to Europe...

China's exports surged 22% in Jan-Feb, driven by chips (+73%), autos (+67%), and electronics, despite 11% drop to US.

• Offset by global...

Escalating cyber tensions: US authorities suspect China-affiliated hackers infiltrated FBI's internal network storing domestic surveillance data.

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US Cyber Strategy Unveiled

• 🔥 Trump's New Plan: President Trump unveiled a new cyber strategy responding to increasing attacks from China and...