智通财经网·2025-08-12 11:29Core Viewpoint - The U.S. government, led by President Trump, may allow NVIDIA to export downgraded versions of its advanced AI chips to China, with performance reductions of 30% to 50% [1][2] Group 1: Export Agreement Details - Trump indicated that a potential agreement would allow NVIDIA to export previously banned chips to China, with the U.S. government receiving 15% of the sales revenue as a condition [1][2] - The agreement specifically applies to the H20 chip model, which Trump claims is outdated and that China has already developed similar technologies [1] Group 2: Industry Reactions and Implications - Bernstein analysts expressed skepticism about the agreement, suggesting it sets a poor precedent, but acknowledged that receiving 85% of revenue is better than none [2] - The U.S. Department of Commerce has initiated the approval process for this agreement, although the specific use of the funds remains unclear [2] Group 3: Underlying Motivations - The policy shift is driven by U.S. concerns over rare earth supply chains, as domestic production is heavily reliant on China, impacting defense contractors like Lockheed Martin [2]