H200将出口中国？美国正在考虑

Core Viewpoint - The article discusses the potential changes in U.S. export policies regarding advanced AI chips, particularly focusing on NVIDIA's H200 GPU and its implications for the Chinese market [4][5]. Group 1: U.S. Export Policy Changes - The U.S. is considering whether to allow the export of NVIDIA's H200 GPU to China, which is more powerful than the currently permitted H20 chip [2][4]. - The H200, released in 2023, is based on the Hopper architecture and is the highest-performing AI chip in its class, although it lags behind the newer Blackwell architecture B200 [4]. - There is no final decision yet on the export approval, and discussions may not lead to actual approvals [4]. Group 2: Historical Context and Current Stance - Under the Biden administration, export controls were implemented in 2022 to restrict advanced AI chip exports to China [5]. - NVIDIA's CEO, Jensen Huang, indicated that the company's sales prospects in the Chinese market are currently "zero" and that efforts are being made to persuade both U.S. and Chinese governments to allow re-entry into the market [5]. Group 3: International Reactions - Former President Trump previously stated that while selling semiconductors to China is possible, the most advanced products should not be sold [4]. - The UK’s Chancellor of the Exchequer, Scott Benton, mentioned that Blackwell chips could only be exported to China after they are no longer considered cutting-edge technology, which could take one to two years [4]. - Recently, the U.S. has shifted its stance by allowing the export of NVIDIA's latest chips to Middle Eastern countries like Saudi Arabia and the UAE [4].