Korean Media: US Approves H200 Export, "To Delay China's Technological Independence"!

On December 16, the South Korean media "Today's Finance" published an article stating that the Trump administration's decision to allow the export of NVIDIA's artificial intelligence chip "H200" to China is a double-edged sword, with the purpose of maintaining American market share and slowing down China's technological independence.

Analysts pointed out that the change in the U.S. government's attitude is a "gradual policy shift".

The NVIDIA H200 chip is an upgraded version of the H100, released in November 2023. Its memory capacity, bandwidth, and AI inference performance are six times that of the H20 chips currently exported to China. Although the H200 chip lacks advanced reasoning capabilities, it is considered suitable for large language models and scientific computing.

Notably, there are speculations that Chinese AI startups such as DeepSeek would welcome the U.S. government's decision to allow the export of H200 chips, as they can use the H200 chips to improve model training efficiency and overcome computational bottlenecks.

Ansen, a senior analyst at the Economist Intelligence Unit, said regarding President Trump's decision: "The United States seems to be trying to export outdated technology to maintain its market dominance while weakening China's (development of H200 and higher-performance chips) innovation motivation."

In fact, President Trump announced on social media that the export of NVIDIA's H200 graphics card to China has been approved, but also confirmed that NVIDIA's cutting-edge artificial intelligence chips "Blackwell" and the upcoming "Rubin" graphics cards remain banned from export.

Additionally, products exported to China must first be sent to the United States for security checks before being delivered to Chinese buyers. During this process, the U.S. government will receive 25% of the sales revenue from the H200 graphics cards.

Original: toutiao.com/article/1851665174781963/

Statement: This article represents the views of the author himself.