CONTROL● CONFIRMEDI · Intelligence▽ Strained
H200 exports to China remain sparse after approvals
Jul 15, 2026SOURCE: bushletter.com
SO WHAT
For the thousand-day window, access on paper is not the same as access in practice; control still determines the pace of diffusion.
Approved shipments are still landing in very small numbers, showing how policy clearance and actual flow can diverge. The wire is open, but the phase transition has not arrived.
reported as ongoing shipment reality
This is Negative Resistance’s reframed reading of a reported signal. The headline and analysis above are our interpretation through the thousand-day-window lens. The original reporting lives at the source linked above.