@seclink: 1. Trump approves Nvidia chip sales to China, but Beijing is not buying - Core: Trump allowed Nvidia to sell high-end chips to China late last year, seemingly a win-win. However, Chinese companies (Alibaba, Tencent, ByteDance, JD.com) have obtained H200 purchase permits from the US Department of Commerce, but the US Trade Representative has made it clear that chip export controls are not within the scope of US-China negotiations. Nvidia...
Summary
Trump approved Nvidia's sale of high-end chips (H200) to China, but Chinese companies (Alibaba, Tencent, etc.) obtained purchase permits while the US Trade Representative explicitly stated that export controls are not part of negotiations. Nvidia has essentially ceded the Chinese AI chip market to Huawei. This marks the substantial impact of US chip embargoes on AI computing supply chains.
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- Trump Approves NVIDIA Chip Sales to China, But Beijing Is Not Buying It
- Key point: At the end of last year, Trump allowed NVIDIA to sell high-end chips to China, which seemed like a win-win. However, while Chinese companies (Alibaba, Tencent, ByteDance, JD.com) obtained H200 procurement licenses from the U.S. Department of Commerce, the U.S. Trade Representative made it clear that chip export controls are not within the scope of U.S.-China negotiations. NVIDIA has “essentially given up” the Chinese AI chip market to Huawei.
- Why it matters: This directly affects the supply chain landscape for AI computing power in China. Jensen Huang’s public admission of defeat marks a tangible effect of the U.S. chip blockade.
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