Nvidia(US:NVDA) Huan Qiu Wang·2025-11-22 02:46Core Viewpoint - The Trump administration is considering approving the export of NVIDIA's H200 artificial intelligence chips to China, which may indicate a shift in U.S. export control policies [1][3]. Group 1: U.S. Export Control Review - The U.S. Department of Commerce is reviewing changes to export restrictions to China, with potential plans subject to change [3]. - No official response has been provided by the Department of Commerce regarding this matter, and NVIDIA has not commented directly [3]. Group 2: H200 Chip Specifications - The H200 chip, released two years ago, features more high-bandwidth memory compared to its predecessor, the H100 chip, allowing for faster data processing [3]. - The performance of the H200 chip is estimated to be twice that of the H100 chip [3]. Group 3: NVIDIA's Market Perspective - NVIDIA's CEO, Jensen Huang, has emphasized the importance of the Chinese market and urged for stable trade relations between the U.S. and China, stating that access to the Chinese market is crucial for U.S. competitiveness in AI [3]. - Due to U.S. export restrictions, NVIDIA's sales of chips to China have stagnated, with expectations of zero sales in the upcoming two quarters [3]. - Huang has expressed concerns that actions harming China could also adversely affect the U.S., potentially even more severely [3]. Group 4: Chinese Government's Position - In response to Huang's comments about the desire for U.S. AI chips to be sold in China, a Chinese foreign ministry spokesperson suggested that inquiries should be directed to the relevant Chinese authorities [3]. - The Chinese government has reiterated its stance on the issue of U.S. chip exports to China, advocating for actions that stabilize global supply chains [3].