NVIDIA can sell H200 AI chips to China
Digest more
Nvidia has built location verification technology that could indicate which country its chips are operating in, the company confirmed on Wednesday, a move that could help prevent its artificial intelligence chips from being smuggled into countries where their export is banned.
Andrew Hill Well, it’s a spectacular bit of work — the book. I’ve called it a sort of hardcore business book. Lots of research into Nvidia, the company of the moment and particularly Jensen Huang, the founder and chief executive of Nvidia. Just in your own words, tell us a little bit about the project that you undertook.
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.”
The company's Starcloud-1 satellite is running Gemma, an open model from Google, marking the first time in history that an LLM has been trained in outer space.
President Trump will allow the company to sell its powerful H200 chips to the Chinese—provided the U.S. gets a cut.
Donald Trump’s decision to allow Nvidia Corp. to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.
Prior to reporting its fiscal third-quarter operating results in November, Nvidia's P/S ratio surpassed 30. As for Palantir, its trailing 12-month P/S ratio is currently 119, and that's not a typo. There's virtually no sales or earnings growth rate that can support such aggressive valuation premiums for these two AI darlings.