American Government "Intensifies Review" of NVIDIA's Export Licenses to China
NVIDIA's Chief Financial Officer, Kreps, said on Tuesday, January 6th, that the U.S. government is "intensifying the processing" of NVIDIA's application for export licenses for H200 chips to China, but the company currently cannot determine when the relevant approvals will be granted. Reuters previously reported that Chinese authorities are weighing whether to allow the import of related chips.
According to a Reuters report, Kreps made these remarks during the Consumer Electronics Show (CES) in Las Vegas, in an interview with a Morgan Stanley analyst. She pointed out that since President Trump canceled the long-standing restrictions on NVIDIA's exports of related chips to China last year, the demand for H200 chips in the Chinese market has been very strong.
Kreps, speaking about the export license application, said: "We will wait and see what the approval results are." According to a previous Reuters report, Chinese authorities are weighing whether to allow the import of related chips. Kreps did not comment on whether NVIDIA has contacted Chinese officials.
On Monday, NVIDIA announced six new chips and stated that these products have entered full-scale production, forming an essential part of its next-generation "Vera Rubin" artificial intelligence computing system. Kreps refused to disclose whether the company is facing specific bottlenecks in expanding capacity, but expressed "confidence" in the supply chain situation.
NVIDIA previously predicted that its existing "Blackwell" series chips and the upcoming Vera Rubin series products could generate a total of $500 billion in sales by the end of this year. Kreps also revealed that the company has begun preliminary discussions with customers regarding data center construction projects in 2027, but did not provide specific sales guidance.
Sources: rfi
Original: toutiao.com/article/1853630464128218/
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