@Shyon：The United States has approved NVIDIA $NVIDIA(NVDA)$ to export its H200 AI chips to China under a new arrangement where Washington collects a fee from each shipment. President Trump announced the move, positioning it as a strategic balance between national security and economic benefit. NVIDIA shares rose about 2% in after-hours trading following the announcement, reflecting investor confidence. The approval will also extend to other U.S. chipmakers like AMD $Advanced Micro Devices(AMD)$ and Intel $Intel(INTC)$ . The H200 chip is one of NVIDIA's most advanced AI accelerators available for export, offering significantly greater memory bandwidth and processing power than the H100, and vastly outperforming the H20 chips previously allowed into China. Analysts estimate the H200 could be nearly six times more powerful than the H20, giving Chinese AI labs access to far stronger computing capabilities and enabling them to build systems approaching U.S.-level AI supercomputers, though at higher cost and under regulatory oversight. The Trump administration describes the policy as a pragmatic compromise aimed at supporting U.S. jobs while maintaining leverage over China. Officials argue that controlled exports—with strict screening and a 25% U.S. fee—prevent Chinese firms from turning fully to domestic alternatives or to competitors like Huawei. Meanwhile, NVIDIA's most advanced chips, including the Blackwell and upcoming Rubin series, will remain restricted to ensure the U.S. retains technological leadership. However, critics warn that even allowing H200 exports risks strengthening China's military and AI ecosystem. Senator Elizabeth Warren sharply criticized the decision, calling it a threat to U.S. national security and accusing the administration of prioritizing corporate interests. Additional concerns remain over China's distrust of potential backdoors and its broader push for technological independence, which could influence how widely the H200 is adopted in sensitive industries. The approval marks a notable shift in U.S.–China tech relations following recent diplomatic progress between Trump and Xi. Although the decision reopens a lucrative market for NVIDIA—potentially restoring a significant portion of its lost China revenue—it also raises questions about how Beijing will respond and whether Chinese institutions will embrace the imported chips. The move may narrow the AI compute gap between the two nations and signal a new phase of regulated engagement in global semiconductor competition. As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. @Tiger_comments @TigerStars
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