US May Soon Give Nvidia the Green Light for H200 Sales to China

The US is on the verge of allowing Nvidia to sell its H200 AI GPUs to China, thanks to a change in the Trump administration's policy. Customers in China will soon be able to buy Nvidia's powerful H200 GPUs for AI datacenters. The catch is that the US will now be exacting a 25% fee on sales, according to Reuters. Nvidia is facing a massive market hungry for modern AI technology after years of restrictions aimed at choking China's military capabilities. (Do you hear that sound? It's coming from security experts collectively grinding their teeth.)

Until now, much of the back-and-forth between the US and China (over AI chips, at least) has centered on Nvidia's H20 chip, which the company produced with China in mind. The H20 is significantly less powerful than Nvidia's H100 graphics processors and several times less powerful than Nvidia's ...