"The H200 is about 10 times less powerful than Nvidia's Blackwell chip, which is the tech giant's currently most advanced chip that cannot be exported to China. But the H200 is six times more powerful than the H20, the most advanced chip available in China today. Meanwhile China's leading AI chip maker, Huawei, is estimated to be about two years behind Nvidia's technology. By approving the sales, Trump may unwittingly be helping Chinese chip makers "catch up" to Nvidia, Jake Sullivan told The New York Times."
"Sullivan, a former Biden-era national security advisor who helped design AI chip export curbs on China, told the NYT that Trump's move was "nuts" because "China's main problem" in the AI race "is they don't have enough advanced computing capability." "It makes no sense that President Trump is solving their problem for them by selling them powerful American chips," Sullivan said. "We are literally handing away our advantage. China's leaders can't believe their luck.""
Donald Trump approved Nvidia's export of the H200 AI chip to China. The H200 is roughly ten times less powerful than Nvidia's export-restricted Blackwell but about six times more powerful than China's most advanced available chip, the H20. Huawei is estimated to trail Nvidia by about two years. Critics warn the H200 approval could help Chinese firms catch up. Jake Sullivan described the move as "nuts," saying China lacks advanced computing capability and that selling powerful American chips hands away U.S. advantage. Nvidia leaders argued sales keep China dependent and fund Nvidia R&D.
Read at Ars Technica
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