The US tech giant NVIDIA has largely remained shut out of China’s market for advanced AI chips, as US export controls have restricted sales due to national security concerns.
High-performance processors such as the H100 and H200 were barred, forcing NVIDIA to develop downgraded alternatives tailored for Chinese customers instead of flagship products.
A shift in policy emerged after President Donald Trump announced that H200 chip sales to China could proceed following a licensing review and a proposed 25% fee. The decision reopened a limited pathway for exporting advanced US AI hardware, subject to regulatory approval in both Washington and Beijing.
Strategically, the decision may slow China’s push for AI chip self-sufficiency, as domestic alternatives still lag behind NVIDIA’s technology.
At the same time, the policy highlights a transactional approach to export controls, raising uncertainty over long-term US efforts to contain China’s technological rise.
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