[nonethewiser]

Isnt the stated reason actually the most likely though? They dont want Chinese backed companies getting it. That is what they said about Fable (SK Hynix). You dont really need a conspiracy theory to explain it.

[estearum]

The same Chinese companies to which the same administration okayed sales of H200 chips so long as they paid a 25% export duty?

Uh... no, that is not actually a good explanation.

https://www.reuters.com/world/china/us-open-up-exports-nvidi...