"The purported chip sales are the culmination of a stunning American policy reversal over the past year. Under the Biden administration, the US sharply tightened export controls on high-end AI chips and barred models such as the H200 from being sold to Chinese customers due to national security concerns. The restrictions were meant to limit Beijing's ability to develop powerful artificial intelligence systems with military or other sensitive applications."
"The Nvidia CEO has been spotted going for a leisurely bike ride and browsing a fresh fruit stand in Shanghai, as well as enjoying beef hot pot at a humble restaurant in Shenzhen. The carefree tour is not just good optics. Huang has real reason to be feeling upbeat: His long-running lobbying campaign in Washington has, in effect, finally paid off."
Jensen Huang visited Shanghai and Shenzhen, appearing relaxed while meeting local scenes. Beijing approved conditional licenses for more than 400,000 Nvidia H200 AI chips to Chinese firms including ByteDance, Alibaba, and Tencent, with more approvals expected. The sales represent a reversal of prior U.S. policy that restricted high-end chip exports under the Biden administration to limit military-grade AI development. The Trump administration, influenced by Huang and David Sacks, favored permitting some sales to preserve market access and keep Chinese firms reliant on U.S. technology. White House officials cited ongoing smuggling of advanced chips into China as evidence prior restrictions were ineffective.
Read at WIRED
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