Trump leaves Beijing saying he and Xi talked AI guardrails. Nothing was signed.

"Asked what kind of guardrails on the way out, the US president told reporters on Air Force One: 'standard guardrails that we talk about all the time'. H200 deliveries to ten cleared Chinese buyers remain stalled. Donald Trump told reporters on Air Force One on Friday that he and Xi Jinping discussed AI guardrails and Nvidia's H200 chips during the two-day Beijing summit, Bloomberg reported ."

"Asked what kind of guardrails, the US president said: 'standard guardrails that we talk about all the time'. He added that the two leaders had 'talked about possibly working together' on them. The summit closed without a signed AI governance framework, and without the most-watched piece of the deal moving. Shortly before the meeting on Thursday, Washington had cleared roughly ten Chinese technology firms, including Alibaba, Tencent, ByteDance, JD.com and Lenovo, to buy up to 75,000 H200 chips each under a new export-licensing regime, as CNBC reported ."

"Not a single H200 has yet shipped to the cleared buyers, and Chinese rare-earth exports remain about 50% below pre-restriction levels. The phrase 'standard guardrails' is doing a lot of work in the read-out, because the US and Chinese governments have not, on the record, agreed on what those guardrails would cover. Time's account of the meeting described AI as 'the elephant in the room' rather than the centrepiece, with the public-facing conversation focused on trade and the H200 question while a deeper bilateral framework on autonomous weapons, model misuse, and dual-use AI was discussed only in outline."

"Senior officials briefing on background suggested the two governments are considering a recurring dialogue track on AI risk, but no schedule, working group or signed text has emerged from this round. The export-licensing regime that cleared the ten Chinese buyers is unusually elaborate . China-bound H200 volumes are capped at no more than 50% of Nvidia's US domestic sales, each shipment must be verified by a US-headquar"

The US president said he and Xi Jinping discussed AI guardrails and Nvidia H200 chips during a Beijing summit. He described the guardrails as “standard guardrails that we talk about all the time” and said the leaders discussed possibly working together. The summit ended without a signed AI governance framework and without the most-watched deal element moving. Washington cleared about ten Chinese technology firms to buy up to 75,000 H200 chips each under a new export-licensing regime, but no H200 has shipped to the cleared buyers. Chinese rare-earth exports remain about 50% below pre-restriction levels. Public discussion focused on trade and the H200 question, while deeper topics like autonomous weapons, model misuse, and dual-use AI were addressed only in outline. Officials suggested a recurring dialogue track on AI risk, but no schedule, working group, or signed text was produced.

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