US to Allow Nvidia H200 Chip Exports to China, Potentially Boosting AI Semiconductor Market
The U.S. Commerce Department is reportedly granting Nvidia permission to export its advanced H200 AI chips to China, according to a Semafor report. The H200, estimated to be twice as powerful as the currently permitted H20 chips, marks a significant shift in semiconductor trade policy.
This decision follows the TRUMP administration's reversal of previous export restrictions and comes despite China's recent ban on domestic tech firms purchasing Nvidia AI chips. Beijing has been pushing its semiconductor industry to reduce reliance on foreign technology, making this export approval particularly noteworthy.
Nvidia shares rose 2% on the news, reflecting market Optimism about expanded access to Chinese markets. The company's GPU growth trajectory remains strong, with robust quarterly revenue performance.
