Nvidia H200 Chips Get Green Light For China

Episode intro

Today on Breaking News to Trading Moves we are looking at a major shift in the AI chip export story. The United States has approved exports of Nvidia’s H200 artificial intelligence chips to “approved customers” in China, in return for a 25 percent surcharge on those sales. Intel and Advanced Micro Devices will also be allowed to export certain data center chips under the same framework.

This is a big turn from the earlier clampdown on advanced GPU exports and could unlock billions of dollars in extra revenue for U S chipmakers, while reshaping the global race to build AI data centers.

Why this matters for traders

Regaining partial access to Chinese demand gives leading U S chipmakers a fresh growth leg, supports very high AI pricing, and potent ...