Overview
- The Trump administration recently approved exports of Nvidia’s H200 accelerators to approved Chinese customers, while newer Blackwell-generation chips remain off-limits.
- Dario Amodei called the move a serious national security mistake and likened shipping the GPUs to selling nuclear weapons to North Korea.
- Reported terms include a 25 percent U.S. revenue share on such sales, and purchases still require authorization by Chinese authorities.
- Nvidia and AMD support expanded access to the Chinese market and argue strict bans would accelerate China’s domestic alternatives and deepen technological decoupling.
- Amodei contends the United States is many years ahead in semiconductor capability and says previous embargoes have constrained China’s AI progress.