NVIDIA H200 Export Greenlight: U.S. Sees Huawei Closing the Gap
The United States is poised to approve exports of NVIDIA’s H200 AI chip to China, which will be the most powerful chip NVIDIA can provide to the Chinese market. According to the latest reports, the key factor behind this decision is the U.S. government’s assessment that the national security risks are relatively low, since Huawei—NVIDIA’s main competitor in China—already offers AI systems with comparable performance. Sources revealed that in evaluating whether to approve H200 exports, the U.S. considered multiple scenarios, ranging from a complete ban on AI chip sales to China, to allowing all products to flood the Chinese market and overwhelm Huawei. Ultimately, the policy backed by President Trump is to approve H200 sales to China, while reserving NVIDIA’s...
seseltan