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Smuggling chips into China isn’t a surprising outcome. Doug O’Laughlin, President of SemiAnalysis, says this was always likely: “China often says one thing and does another. The clearest example is continuing to buy Western chips.” “During the DeepSeek moment, the claim was they didn’t use cutting-edge NVIDIA chips. A lot of people doubted that.” “They’re not just using Huawei. They’re using everything they can get: H20s, A100s, H100s, H200s, and Blackwell if possible.” “The reality is anyone do
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