美国宣布：英伟达对华出售H200芯片！抽成25%！AMD抽成15%

Core Viewpoint - The U.S. government has allowed Nvidia to sell its H200 AI chips to China, with a condition of a 25% revenue share for the U.S. from sales, marking a significant shift in policy from previous restrictions on AI chip exports to China [1][4]. Group 1: Nvidia's Market Position - Nvidia's GPUs and AI accelerators are considered industry standards, with the H200 being a high-performance accelerator that outperforms the currently approved H20 for export to China [1][4]. - The Chinese market is highly valuable for Nvidia, estimated at approximately $50 billion, although the company has excluded revenue from Chinese data centers in its financial forecasts [2][5]. Group 2: Export Conditions and Comparisons - The sales of Nvidia's H200 chips will be limited to "approved customers," and the more advanced Blackwell and subsequent Rubin chips are not included in this deal [1][4]. - AMD has also received export licenses for its MI308 chips to China, agreeing to pay a 15% tax on sales, which remains unchanged compared to earlier agreements [3][5]. - The revenue share for Nvidia is significantly higher than AMD's, which raises questions about the legality of such export taxes under U.S. constitutional law [6].