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US-China Trade Truce May 12: AI Export Controls on the Table — Strategic Consequences for Compute Access 2026
May 12, 2026 US-China tariff truce (145%→30% on US goods, 125%→10% on Chinese goods) with AI chip export controls on the negotiating table — H200 case-by-case review vs rare earth controls, computing access as hostage exchange, and geopolitical deployment risk
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