> Thirdly Chinese companies don't want them for training because newer chips are more cost effective.

Please read the FTA. Deepseek is literally explicitly talking about wishing they could get their hands on H200s

> Secondly China blocked them for use in inferencing.

This seems to be false unless you can provide a source. I tried looking into it

> First there is still a licensing and quota scheme on the US side for the H200s.

A major reversal from Trump's outright ban. As I stated.