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Strategies & Market Trends : World Outlook

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To: Les H who wrote (49342)12/9/2025 9:04:57 AM
From: Les H   of 49735
 
US approves Nvidia H200 exports to China, raising questions about enterprise GPU supply

Network World
Dec 9, 2025

Trump stopped short of allowing exports of Nvidia’s fastest chips, however, saying, “Nvidia’s US Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.”

He did not say how many H200 units will be cleared or how export vetting will work, leaving analysts to gauge whether even a partial reopening of the Chinese market could tighten availability for buyers in the US and Europe.

Trump added that the Commerce Department is finalizing the details, noting that “the same approach will apply to AMD, Intel, and other GREAT American Companies.”

US approves Nvidia H200 exports to China, raising questions about enterprise GPU supply | Network World

Financial Times is already reporting China is planning to limit their import. Some Chinese companies were already getting some H200 chips, getting around both countries' restrictions.
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