🇨🇳 Nvidia H200 could be approved for China
The U.S. is considering allowing H200 exports, which would give China a major compute jump. The current H20 was so weak that buyers ignored it, domestic chips could match it. H200 is different: more HBM, higher throughput, ~2× H20, and would become China’s strongest AI datacenter GPU.
Washington’s logic: keep Blackwell (B200/GB200) restricted, but allow older Hopper to maintain a performance gap. If approved, the winners are Nvidia, Amkor, Samsung, and TSMC.
China moves from crippled export chips to a real high-end accelerator, just one generation
The U.S. is considering allowing H200 exports, which would give China a major compute jump. The current H20 was so weak that buyers ignored it, domestic chips could match it. H200 is different: more HBM, higher throughput, ~2× H20, and would become China’s strongest AI datacenter GPU.
Washington’s logic: keep Blackwell (B200/GB200) restricted, but allow older Hopper to maintain a performance gap. If approved, the winners are Nvidia, Amkor, Samsung, and TSMC.
China moves from crippled export chips to a real high-end accelerator, just one generation
