Lutnick said that Trump would directly make the decision on whether the U.S. would proceed with the plan.

Lutnick also acknowledged that there is a contradiction between "promoting economic expansion" and the so-called "maintaining national security." He asked, "Would we sell some chips to China, allowing them to continue using our technology and technological system? Or would we clearly tell them, 'We will not sell you the most advanced chips, we will delay related exports, and we will compete in the artificial intelligence race ourselves'?"

To return to the Chinese market, NVIDIA has been actively lobbying the Trump administration. Lutnick said on the 24th that NVIDIA's CEO Huang Renxun's request for exports to China "has sufficient reasons," and added that "many people" believe this request is worth considering.

Previously, on November 21, Reuters cited reports that the Trump administration was considering approving the sale of NVIDIA's H200 AI (artificial intelligence) chips to China. NVIDIA has been prohibited from exporting high-end GPUs used for AI applications to China, including A100, H100, and H200.

Bloomberg reported that sources said U.S. government officials have been discussing privately which chips the United States could sell to China in recent weeks. Some people think selling H200 processors to China is a compromise compared to the more advanced Blackwell chips from NVIDIA; others support selling more advanced processors such as Blackwell and Hopper to China. In addition, many people do not want to see any NVIDIA chips flowing into the Chinese market at all.

The report pointed out that this decision is made possible by the easing of Sino-U.S. bilateral relations, which provides prospects for the export of U.S. advanced technologies to China. Sources told Reuters that the U.S. Department of Commerce is reviewing whether to change this policy, but the plan may change.

Bloomberg believes that if the Trump administration finally gives the green light, it will mark a major victory for NVIDIA. Recently, NVIDIA's CEO Huang Renxun has been actively lobbying the Trump team to obtain exemptions from export controls, while many people within the Trump administration believe that export controls are crucial to "U.S. national security."

The report also stated that if the above plan is realized, it will mark a significant relaxation of trade restrictions aimed at curbing China's AI capabilities.

According to the introduction, the H200 chip released two years ago has more high-bandwidth memory than its predecessor H100, enabling it to process data faster, and its performance is estimated to be twice that of the H20 chip. The H20 chip is a "customized version" chip designed specifically for the Chinese market, and it is currently the most advanced model approved by Washington for export, but more and more Chinese buyers are unwilling to pay for it.

Since 2022, the U.S. government has implemented strict export controls to suppress China's chip development. NVIDIA has been prohibited from exporting high-end GPUs used for AI applications to China, including A100, H100, and H200.

Earlier this year, the U.S. government banned NVIDIA from exporting the H20 chip to China until NVIDIA agreed to pay 15% of its sales in China to the U.S. government, after which the export license for the chip was restored.

However, NVIDIA faces issues of security vulnerabilities and monopoly risks in China. In July this year, Chinese authorities held talks with NVIDIA, requiring it to explain and submit relevant proof materials regarding the security risks of backdoors in the H20 computing power chips sold to China. In September, Chinese regulatory authorities issued a statement saying that NVIDIA violated the anti-monopoly law and decided to conduct further investigations according to law.

Chinese enterprises are striving to develop domestic AI chips that can replace NVIDIA, seizing the market share that NVIDIA once dominated. For example, Huawei announced the product iteration roadmap for Ascend AI chips over the next three years in September, and internet giants such as Alibaba, Tencent, Baidu, and ByteDance have also increased their investment in chip R&D and design, striving to gain greater autonomy and control over the supply chain.

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Original: https://www.toutiao.com/article/7576320132163682842/

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