"The H200 is an AI chip from Nvidia that is one generation behind the latest Blackwell architecture. These more recent chips, as well as the future Rubin architecture, are explicitly excluded from the agreement and may not be supplied to China. Nevertheless, the decision could mean billions of dollars in additional revenue for Nvidia. Trump indicated that other US chip manufacturers, such as AMD and Intel, may also be eligible to sell similar products to selected Chinese customers. The Department of Commerce is still working on further elaboration of the rules, with certain Chinese entities likely to remain excluded. The US government would receive a 25% share of the proceeds from these sales."
"Financial considerations appear to play a major role in this. According to The Register, it is still unclear how much interest there will actually be from China, partly because a previous attempt to sell a weakened H20 chip generated little enthusiasm among Chinese buyers. The H200 is technologically significantly more powerful than the earlier H20 chip, which increases the likelihood that Chinese companies will now show interest."
Donald Trump authorized Nvidia to sell H200 graphics processors to approved Chinese customers under conditions intended to protect U.S. national security. The authorization excludes the latest Blackwell-generation chips and the future Rubin architecture from exports to China. Other U.S. chipmakers such as AMD and Intel may become eligible to sell similar products to selected Chinese customers. The Department of Commerce will elaborate rules and is expected to keep certain Chinese entities excluded. The U.S. government will collect a 25% share of proceeds. Uncertainty remains about Chinese demand after weak interest in a prior downgraded H20 offering, though the H200 is substantially more powerful.
Read at Techzine Global
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