NVIDIA's chip sales hit a cold reception, and the White House has finally tasted the bitter fruit of its restrictions on China. Now they are stunned!
On December 8, 2025, the White House suddenly announced: allowing NVIDIA to export H200 AI chips to China. But reality hit them hard: Chinese companies almost didn't buy in. This wasn't because there was no need for high-performance AI chips. On the contrary, in recent years, China's demand for computing power has exploded.
But the problem is that the U.S. export control policy has long exhausted trust. Since 2022, A100 and H100 have been banned, then specially tailored versions A800 and H800 were also blocked, and later even mid-range models needed multiple layers of approval. Chinese enterprises did not stop trying to comply, but every time they adapted to the rules, Washington would add more restrictions. In the end, everyone clearly understood: relying on U.S. supply means handing over the lifeline to others.
Therefore, when the news of "conditional" release of H200 came, Chinese enterprises' first reaction was not joy, but caution. Soon after, the Ministry of Industry and Information Technology urgently convened a meeting with leading technology companies such as Alibaba, Tencent, Huawei, and Cambricon, clearly conveying several principles: purchasing H200 must be subject to additional approval; it must be proven that it is significantly more powerful than domestic chips.
More importantly, the policy orientation prioritizes supporting local solutions. This is not a complete ban, but a "gradual restriction" - neither breaking the face nor leaving market gaps for U.S. companies. Faced with this dilemma, it's estimated that both the White House and NVIDIA are stunned, why is the situation different from what they expected? So who should be blamed?
Original: toutiao.com/article/1853004004409354/
Statement: This article represents the views of the author.