“美政府考虑允许英伟达对华出售”

Core Viewpoint - The U.S. government is considering allowing NVIDIA to sell its H200 AI chips to China, which could significantly impact the semiconductor market and U.S.-China trade relations [2][4]. Group 1: U.S. Government's Export Policy - The U.S. Department of Commerce is reviewing changes to export restrictions to China, which may lead to a shift in policy regarding the sale of advanced chips [4]. - No official response has been provided by the U.S. Department of Commerce regarding this potential policy change [4]. Group 2: NVIDIA's Market Position - The H200 chip, released two years after the H100, features increased high-bandwidth memory, allowing for faster data processing, with performance estimated to be double that of the H200 chip [4]. - NVIDIA's CEO Jensen Huang has emphasized the importance of the Chinese market for U.S. competitiveness in AI, urging for stable trade relations between the U.S. and China [4]. - Due to U.S. export restrictions, NVIDIA's sales of chips to China are expected to be zero in the upcoming two quarters [4]. Group 3: China’s Response - The Chinese government has expressed a desire for stability in global supply chains and has indicated a welcoming stance towards the sale of U.S. AI chips in China [4].