英伟达回应H200芯片可向中国出售，称“值得肯定”

Core Viewpoint - The U.S. government will allow NVIDIA to deliver H200 products to qualified customers in China and other countries, ensuring national security is protected. This policy aims to support U.S. jobs and manufacturing while benefiting taxpayers [1]. Group 1: NVIDIA's H200 Chip - The H200 chip, released in November 2023, offers over 13 times the theoretical AI computing power compared to the previously approved H20 chip, with a bandwidth increase of over 45% [2]. - The H200 chip is expected to significantly enhance performance in intensive computing tasks, such as large model training [2]. Group 2: Market Dynamics and Sales - In 2024, the estimated shipment volume of NVIDIA's H20 series chips in the Chinese market is projected to be around 600,000 to 800,000 units, indicating a market share exceeding 60% [4]. - NVIDIA's revenue from mainland China reached $17.1 billion, a 66% year-over-year increase, accounting for 13.1% of its total revenue, despite a declining share due to U.S. export controls [4]. Group 3: Impact of U.S. Export Controls - U.S. export controls have led to NVIDIA's complete exit from the Chinese market, reducing its market share from 95% to 0% [3]. - The ongoing restrictions have resulted in a significant decline in NVIDIA's revenue share from China over the past three years [4]. Group 4: Competitive Landscape - Chinese companies are developing their own AI chips, such as Huawei's Ascend, Baidu's Kunlun, and Alibaba's Pingtouge, as a strategic move to reduce reliance on foreign technology [5]. - The U.S. government is concerned that strict export controls may inadvertently accelerate the growth of China's domestic AI chip industry [5].