A Guide to the Nvidia Chips at the Center of US-China AI Rivalry

China has added AI chips from domestic companies, including Huawei and Cambricon, to its government-approved supplier list for the first time, coinciding with the Trump administration's decision to allow Nvidia to export its H200 AI chips to China. This marks a significant shift in China's approach to AI technology procurement amid ongoing geopolitical tensions.

President Trump has authorized Nvidia to sell its advanced H200 AI chips to approved customers in China, effectively lifting a previous export ban that was imposed due to national security concerns. This decision marks a significant shift in U.S. technology export policy, reversing decades of restrictions on technology sales to China.

At a recent meeting in the Oval Office, Jensen Huang, CEO of Nvidia, warned President Trump that a surge of state-level AI regulations could jeopardize the United States' position in the global AI race. Huang's concerns highlight the potential for fragmented regulations to hinder innovation and competitiveness in the rapidly evolving AI sector.

A recent study involving approximately 200 Instacart shoppers across four U.S. cities revealed that they were presented with varying prices for the same 20 grocery items. Instacart has confirmed that it is conducting short-term tests related to pricing strategies, indicating a shift in how prices are determined for consumers.

President Trump has granted Nvidia permission to sell its H200 artificial intelligence chips to approved customers in China, lifting a previous export ban due to national security concerns. This decision includes a 25% surcharge on sales, marking a significant policy shift in U.S.-China tech relations.

Nvidia's H200 chips, primarily manufactured in Taiwan, will undergo an unusual national security review in the U.S. before being exported to China. This review is part of the U.S. government's efforts to monitor technology transfers that could impact national security.

The U.S. government has granted Nvidia permission to sell its H200 artificial intelligence chips to approved customers in China, effectively lifting a previous export ban that was imposed due to national security concerns. This decision follows extensive lobbying efforts by Nvidia and is seen as a significant policy shift under the Trump administration.

President Trump announced the easing of restrictions on Nvidia's exports of advanced AI chips to China, specifically allowing the sale of the H200 model. This decision follows extensive negotiations and is seen as a critical moment in U.S.-China technology relations.