China may curb NVIDIA chip imports
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Nvidia CEO Jensen Huang appeared to have scored big on Monday when the White House approved sales of his company’s H200 chips to China. But China may prefer Chinese-made chips—or smuggled ones.
Spending on AI has accelerated in recent months, as Wall Street anticipates global expenditures nearing half a trillion dollars by 2026.
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President Trump announced Monday that he will allow California-based Nvidia to sell its advanced H200 computer chips to "approved customers" in China, a boost to the semiconductor giant whose chips are widely used for artificial intelligence.
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There's still no kill switch, but the optional feature would use GPU telemetry to estimate the location of a graphics card. It would roll out first to Nvidia's Blackwell chips.
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.
Beijing is set to limit access to Nvidia’s advanced H200 chips despite Donald Trump’s decision to allow the export of the technology to China as it pushes to achieve self-sufficiency in semiconductor production.
President Trump’s decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.
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.