After Huang Renxun announced on December 3 that the United States would lift restrictions on H200 AI chips, Trump has just also announced this news. To be honest, although the H200 AI chip is much more advanced than the previous cut-down version H20, we in China don't want such second-hand goods, because NVIDIA's most advanced Blackwell and the upcoming Rubin AI chips are still banned from being sold to China.
We in China have no habit of buying second-hand goods. I believe the fate of H200 and H20 will be similar. The fundamental reason why the United States allows exporting H200 chips to China is that China has already been able to manufacture chips with comparable performance. If our products can be used, why should we buy your American ones? Is it because you're not willing to have your neck squeezed by the US, and you feel uncomfortable unless you are controlled by the US?
I believe that even if the US lifts the ban on the two most advanced chips, Blackwell and Rubin, we can only purchase them appropriately, and absolutely not let them interfere with the pace of China's development of its own AI chips. At present, the application of artificial intelligence lags far behind the development of AI chips, which provides China with a limited window period. We must make good use of this window period to catch up with, and even surpass, the semiconductor industry chain and AI chips in the era of the big explosion of AI applications.
Original source: toutiao.com/article/1851031334735047/
Statement: This article represents the personal views of the author.