US EditionChina Still Needs Nvidia’s Advanced AI Chips – but for How Long?
China may restrict Nvidia H200 chip imports to boost domestic firms like Huawei and Cambricon amid a $70 billion local semiconductor support plan, Bloomberg Intelligence said.
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China still needs Nvidia’s advanced AI chips – but for how long?
US President Donald Trump finally agreed to Nvidia CEO Jensen Huang’s plea that the company be allowed to sell H200s to China, estimated to be a US$10 billion opportunity. Although Trump claimed that Chinese President Xi Jinping responded “positively”, early signs indicate that China may want to limit H200s imports to reduce reliance on the US and develop domestic capability. The White House’s artificial intelligence (AI) tsar, David Sacks, said…
China is ‘rejecting’ Nvidia’s H200 chips, outfoxing US strategy, White House AI czar says
China is reportedly turning away advanced Nvidia AI chips, opting for its own technology. This move challenges a US strategy aimed at competing with Chinese tech firms. Officials suggest China seeks semiconductor independence. The decision could affect Nvidia's revenue from the Chinese market. Beijing is also boosting its local chip industry.
The US has loosened the export restrictions on Nvidia chips to China, but China is in the middle.
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