U.S.-China tech war
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Exclusive-Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration
Yahoo Finance· 2026-02-04 22:11
Group 1 - The Trump administration is open to allowing China's ByteDance to purchase Nvidia's H200 chips, but Nvidia has not agreed to the proposed conditions for their use [1][2] - Nvidia is currently negotiating with the U.S. government regarding the licensing terms for shipping H200 AI chips to Chinese companies, acting as an intermediary [2][3] - The U.S. Commerce Department has issued regulations that require applicants to certify and provide data to ensure rigorous Know Your Customer (KYC) procedures are in place to prevent unauthorized access [6] Group 2 - China has granted preliminary approval for major tech companies, including ByteDance, Tencent, and Alibaba, to import the chips, although the regulatory conditions are still being finalized [4] - The U.S. government's recent actions represent ongoing complexities in the U.S.-China tech war, with concerns about national security and the potential military applications of the chips by China [5] - The Commerce Department's new regulations include requirements for applicants to provide a list of remote users associated with companies in countries of concern, such as Iran and Venezuela [6]