Nvidia(US:NVDA) 证券时报·2026-01-14 00:17Core Viewpoint - The U.S. government has approved NVIDIA to export its H200 artificial intelligence chips to China, indicating a significant development in the AI chip market and U.S.-China technology relations [2]. Group 1: Approval and Regulatory Details - On January 13, the U.S. government granted approval for NVIDIA to sell its H200 AI chips to China, with the U.S. Department of Commerce overseeing the approval and security review process [2]. - The U.S. will charge approximately 25% fees on the related transactions, which will also apply to other AI chip companies like AMD and Intel [2]. Group 2: Market Potential and Strategic Importance - NVIDIA's CEO, Jensen Huang, emphasized that China represents a substantial market for artificial intelligence, predicting that the Chinese AI market could reach $50 billion in the next two to three years [2]. - Huang warned that missing out on this market would be a significant loss for the U.S., highlighting the competitive nature of the AI race where the U.S. is not the only player [2].