The strip and loosen of Nvidia and the US government has no end. The soap opera starring the GPU for artificial intelligence (AI) H20 It has finished, but another one is already taking shape. In the middle of last April the US Department of Commerce imposed new restrictions to The export to China of this chipwhat in practice caused that it stop arriving at the Chinese clients of this company. Three months later and after arduous negotiations Nvidia got the license again I needed to sell the H20 GPU in China.
Currently Chinese clients from Nvidia They are not buying this chip Because the administration of the cyberspace of China (CAC), which is the main Internet regulatory body in this country, This GPU is thoroughly investigating Because he suspects that he could incorporate a rear door of difficult location by Chinese experts. Nvidia has denied it, but it seems that this GPU is sentenced in China. Be as currently the company led by Jensen Huang has a major problem. And he doesn’t have it in China. He has it in the US.
Last Tuesday, American legislators presented a bill in which they propose to demand chips designers for the US to prioritize the national orders of these GPU before giving them to foreign buyers. However, this is not all. In addition, this bill explicitly proposes that exports of the highest range IA GPUs are denied. If this initiative thrives the business of Nvidia, AMD and other US companies abroad will suffer a lot.
The Trump administration has changed strategy about China and Nvidia
As expected, Nvidia has not stayed with crossed hands. A spokesman for this company has made the following statement to Tom’s hardware: “Our sales to customers around the world do not deprive the US customers.
The Chinese chips industry has advanced a lot during the last five years, and will surely continue to do so
From one thing we can be sure: everything that is happening in the US has China as a backdrop. The Chinese industry of integrated circuits has advanced a lot during the last five years, and certainly will continue to do so. It is very likely that in 2026 Chinese manufacturers have their own extreme ultraviolet lithography equipment (UVE). And currently Huawei, Moore Threads, Cambricon Technologies and other Chinese companies have GPU for some scenarios They compete with the Nvidia and AMD chips. The independence of the Chinese semiconductor industry is underway.
The best output given this juncture for the US is none other than to deliver to China in a controlled way advanced chips for AI, but less powerful than the most capable that design Nvidia, AMD or brains. In this way this Asian country may relax a bit its ambition for development and independence. This is exactly what the Trump administration is doing by allowing Nvidia to give your GPU your H20 again, as Chris Miller holdsthe author of ‘The chips war’in his Newsletter.
The Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin, so it is reasonable to anticipate that Nvidia will gradually lose presence in China. Even so, this company will continue with good health because His robustness in the global market It is undeniable. What is not clear is what will happen if the bill we have spoken a few lines outstands. The US is interested in continuing to sell its chips abroad, but this initiative defends that the best exclusively should be left. China already knows what this measure implies, but now it is possible that other countries also try it. Even if they are US allies.
Image | Gage Skidmore | Nvidia
More information | Tom’s hardware
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