Chubby♨️@kimmonismus · X美国已批准约10家中国公司，包括阿里巴巴、腾讯、字节跳动和京东，购买英伟达H200芯片，但至今芯片尚未发货。这一批准实质是外交谈判筹码，华盛顿以芯片换取中国在稀土、贸易或台湾问题上的让步；英伟达CEO黄仁勋的行程也被用作政治杠杆。瓶颈可能在北京方面：中国正推动企业采用国产硬件如华为昇腾，购买H200会重建其试图摆脱的对美技术依赖。当前僵局对双方政府有利：美国鹰派不希望芯片流入中国，而北京追求自给自足。批准但不兑现看似进展且无需承诺。关键指标是发货量而非批准公司数；发货量为零表明这是外交手段伪装成商业行为。
The US has cleared roughly 10 Chinese firms to buy Nvidia's H200. Alibaba， Tencent， ByteDance， JD. So far not a single chip has shipped.
Until the chips actually move， the licenses work as a bargaining position rather than a finished deal. Washington keeps the H200 in reserve and can redeem it only if Beijing gives something back， on rare earths， on trade， on the tone toward Taiwan.
The staging points the same way. Huang wasn't on the original delegation list. Trump invited him and picked him up in Alaska on the way to meet Xi. The CEO of the most important chipmaker is traveling as part of the leverage， not as a guest.