🤔 US okays Nvidia’s H200 for China — but China’s hesitant.
Trump greenlit H200 exports with a 25% tariff. Huge upgrade over China’s weak H20 — yet Beijing’s been telling firms to avoid US chips after security concerns. Meanwhile, local players like Huawei are ramping up their own silicon.
Congress calls it a risk, experts say: H200 still beats anything China can build, so demand won’t vanish.
And yes — this dropped the same day the DOJ busted a $160M Nvidia smuggling ring. Perfect timing. 😏