Nvidia(US:NVDA) 国芯网·2025-12-09 04:38Core Viewpoint - The U.S. government has allowed Nvidia to sell its H200 AI chips to China, imposing a 25% revenue share on each chip sold, which is seen as a compromise to balance national security and economic interests [1][3]. Group 1: U.S. Policy and Chip Sales - President Trump announced the decision to permit Nvidia to sell H200 chips to China, with a 25% revenue share for the U.S. government [1][3]. - The H200 chip is Nvidia's second most powerful chip, and the decision follows weeks of discussions within the Trump administration [3]. - The arrangement will also apply to other companies like AMD and Intel, but does not include Nvidia's more advanced Blackwell and Rubin chips [3]. Group 2: Implications for the Semiconductor Industry - The U.S. decision to allow H200 chip sales is based on internal assessments that previous export restrictions did not significantly hinder the development of Chinese AI giants like Alibaba and Huawei [4]. - This move may inadvertently stimulate China's advancements in AI hardware and software, as they continue to develop competitive technologies [5]. Group 3: Nvidia's Response - Nvidia expressed appreciation for the decision, highlighting that it supports U.S. high-paying jobs and manufacturing while allowing competition in the market [3]. - The H200 chip features more high-bandwidth memory compared to its predecessor, the H100, enabling it to process data twice as fast as the H20 chip [3].