Big news out of Washington: Trump just reversed the export ban on Nvidia's H200 chips heading to China. So what's the deal with these chips?



The H200 sits in an interesting middle ground. It's beefier than the H20—that's the version Nvidia specifically engineered for the Chinese market—but it doesn't quite match the firepower of their bleeding-edge B200 series.

This policy shift matters because AI chip access directly impacts everything from data center buildouts to blockchain infrastructure capabilities. The H200's architecture delivers serious compute power for AI workloads, making it a sweet spot for organizations that need more than entry-level performance but aren't chasing absolute top-tier specs.

For anyone tracking the semiconductor landscape, this is one to watch. Export policies on advanced chips have been ping-ponging for months, and each adjustment reshapes what's possible for tech development across borders.
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Anon32942vip
· 12-13 13:28
This policy keeps changing back and forth; I really can't compete with politicians. It makes the chip market feel like a roller coaster.
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SybilAttackVictimvip
· 12-10 17:49
Starting to play this game again, banned and unbanned, unbanned and banned... It’s really just a few things at the top of the U.S. government, and they flip-flop whenever they want. How can Chinese chip companies keep up? H200 is indeed awkward, with a middle-of-the-road positioning. These people just want to have it both ways. Wait, can it really be sold this time, or is it just another bluff? They said the same thing last time...
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MetaverseLandlordvip
· 12-10 17:29
Starting to relax again? Now Chinese chip manufacturers can breathe a sigh of relief.
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ForkMastervip
· 12-10 17:28
Ha, coming with this again? Bans lifted, bans reinstated. This wave of operations seems like an opportunity to set up the leeks... No, an opportunity for the project teams. The mess with China-US chips, to put it plainly, is policy arbitrage. Whoever controls the rhythm makes money. H200 has been released, what’s next? My daily life raising three kids is just watching when these kinds of wealth codes will explode, hehe. If you ask me, compared to the chips themselves, I’m more interested in who is doing forked bets behind the scenes.
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PanicSellervip
· 12-10 17:25
Uh, has this policy changed its mind again? It was banned before and now it's unbanned, which makes me a bit confused. H200 is just an intermediate solution, a compromise between the stripped-down version and the flagship... The chip war really never ends. Don't look at these two countries fighting each other; in the end, they can't escape the supply chain curse. Honestly, the chip issue is all about利益博弈 (interest games), no one should pretend to be morally superior. Wall Street has been betting on this kind of volatility for a long time; data centers and blockchain infrastructure have been waiting to be used. Policy trend indicators are always more valuable than technical indicators; that's the key. If this keeps up, countries will have to rely on their own R&D for chip independence, or they'll always be stuck at the bottleneck. But to be honest, I can't keep up with this pace anymore; a time when policies change three or four times in half a year is really fucking absurd.
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