White House Official: China Rejects NVIDIA H200 Chips
Sacks, the White House AI Affairs Coordinator, said that China has rejected NVIDIA H200 artificial intelligence chips to support Chinese domestic semiconductors. According to Bloomberg, U.S. President Trump said on Monday, (December 8), that he would allow the export of H200 to China. The U.S. government is taking measures aimed at enabling American products to enter the Chinese market and compete with rivals, including allowing H200 exports to China. This approach has received support from Sacks(David Sacks), but Sacks told Bloomberg on Friday, (12th), that he is unsure whether this approach will be effective. Sacks quoted an unidentifed news report stating, "They refused our chips. Apparently, they don't want these chips, and I believe the reason is that they want to achieve independence in the semiconductor industry." On the other hand, Reuters quoted two unnamed informed sources reporting that, as orders exceed the company's current capacity, NVIDIA has told Chinese clients that the company is assessing whether to increase H200 capacity. One source said that Chinese companies have very strong demand for this chip, so NVIDIA is inclined to increase capacity. NVIDIA has not responded to Reuters' comment request. Reuters previously reported that several major Chinese companies, including Alibaba and ByteDance, have engaged with NVIDIA this week regarding the purchase of H200 and are interested in placing large orders. It is reported that, since the Chinese government has not yet approved any H200 procurement, there is still uncertainty. The sources said Chinese officials held an emergency meeting on Wednesday, (October 10), to discuss this matter and will decide whether to allow H200 to be shipped to China. Earlier, Reuters also quoted sources familiar with NVIDIA's supply chain, stating that the current H200 production is very limited.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
White House Official: China Rejects NVIDIA H200 Chips
Sacks, the White House AI Affairs Coordinator, said that China has rejected NVIDIA H200 artificial intelligence chips to support Chinese domestic semiconductors.
According to Bloomberg, U.S. President Trump said on Monday, (December 8), that he would allow the export of H200 to China.
The U.S. government is taking measures aimed at enabling American products to enter the Chinese market and compete with rivals, including allowing H200 exports to China.
This approach has received support from Sacks(David Sacks), but Sacks told Bloomberg on Friday, (12th), that he is unsure whether this approach will be effective.
Sacks quoted an unidentifed news report stating, "They refused our chips. Apparently, they don't want these chips, and I believe the reason is that they want to achieve independence in the semiconductor industry."
On the other hand, Reuters quoted two unnamed informed sources reporting that, as orders exceed the company's current capacity, NVIDIA has told Chinese clients that the company is assessing whether to increase H200 capacity.
One source said that Chinese companies have very strong demand for this chip, so NVIDIA is inclined to increase capacity. NVIDIA has not responded to Reuters' comment request.
Reuters previously reported that several major Chinese companies, including Alibaba and ByteDance, have engaged with NVIDIA this week regarding the purchase of H200 and are interested in placing large orders.
It is reported that, since the Chinese government has not yet approved any H200 procurement, there is still uncertainty. The sources said Chinese officials held an emergency meeting on Wednesday, (October 10), to discuss this matter and will decide whether to allow H200 to be shipped to China.
Earlier, Reuters also quoted sources familiar with NVIDIA's supply chain, stating that the current H200 production is very limited.