"The China visit - a trip that Huang regularly takes at this time of year - comes at a pivotal moment for the world's most valuable company. The US is loosening export restrictions on AI processors, letting Nvidia sell its H200 model in the Asian nation. But on the Chinese side, government officials are deciding how many of the chips to let in. Beijing plans to approve imports of the products as soon as this quarter for certain uses, Bloomberg News has reported."
"China, the largest market for semiconductors, is looking to build up its homegrown chip industry and decrease reliance on US products. For now, though, local producers can't match the capabilities of Nvidia's processors, which are used to develop and run AI models. Though the H200 is a generation behind the Nvidia chips available in the US, it's still seen as more powerful than Chinese offerings."
Jensen Huang plans to travel to China in late January to attend company parties ahead of Lunar New Year and is expected to visit Beijing, with potential meetings subject to change. The US has loosened export restrictions to allow sales of Nvidia's H200 AI processor to China, while Chinese officials are determining how many chips to permit and Beijing plans to approve imports this quarter for certain uses. Beijing will bar H200 use by the military, sensitive government agencies, critical infrastructure and state-owned enterprises. China is building domestic chip capability but currently cannot match Nvidia's processors.
Read at The Mercury News
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