Tariffs, Nvidia’s H20 Export Control Exemption, and OMB’s New AI Guidance

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Podcast Episode by Gregory C. Allen and H. Andrew Schwartz

Published April 10, 2025

In this episode, we discuss what the Trump administration’s tariffs mean for the US AI ecosystem (2:42), reporting that Nvidia’s H20s will be exempt from export controls (8:58), the latest AI guidance from the White House Office of Management and Budget (OMB) (12:48), and the EU’s AI Continent Action Plan (17:07).

More on how Greg Allen testified before the House Science, Space, & Technology Subcommittee on Research and Technology regarding DeepSeek’s AI and how Huawei’s chip gains highlight China’s growing edge in the U.S.–China tech race.