Core Viewpoint - Nvidia has received approval to export a limited quantity of H200 chips to Chinese customers, marking a small step towards re-entering the largest semiconductor market globally [1] Group 1: Export Approval - The U.S. government has granted Nvidia permission to export H200 chips, but these exports must undergo inspection in the U.S. and are subject to a 25% tariff [1] - The actual volume of exports remains limited, and it is uncertain whether China will allow these imports [1] Group 2: Financial Implications - Nvidia's first-quarter sales guidance does not include any revenue from Chinese data centers [1] - The CFO, Colette Kress, stated that despite the approval for limited exports, the company has not generated any related revenue and is unsure about the import status in China [1]
英伟达获得美国许可 可向中国少量出口H200芯片