Nvidia may have received a particularly delicious digestive after dropping a million dollars for dinner at Florida’s house by President Trump Mar-A-Lago: a stay on the restrictions of his AI tokens in China.
According to NPRShortly after the CEO of Nvidia, Jensen Huang, presented himself at the evening at seven figures last week, the Trump administration discreetly put a plan to tighten the restrictions on the sale of the H20 GPU of NV in the middle kingdom.
The reversal of the policy has intervened after Nvidia promised that the new investments of the Trump administration in AI data centers based in the United States, according to a source cited by NPR.
Trade relations between Washington and Beijing have regularly worsened since Trump took office, with the president on Wednesday push Prices on Chinese imports of at least 125%. In accordance with this hard position, the administration had to still tighten the borders of the sale of NVIDIA accelerators, including the H20, in China.
The processor is the most powerful part that Nvidia can sell legally in China. The chips are coveted by manufacturers of Chinese AI models and cloud suppliers.
While China has developed local alternatives to NVIDIA accelerators, many companies that have designed them appear on the list of American entities, a designation that makes them almost impossible to have their GPUs made by advanced foundries, in particular TSMC and Samsung. Huawei, however, was accused to use proxy societies to overthrow these rules.
Chinese companies are would have Try to store $ 16 billion in H20S in anticipation of new export restrictions.
Nvidia refused to comment on this story. The register asked the American trade service to comment.
The efforts to limit China access to smooth accelerators used in the supercalculculculculis and AI applications are in no way new.
Over the past three years, Uncle Sam has worked to derail the supply of China of top tithing flea by prohibiting the export of certain devices and by only authorizing the export of products with a well-undering power below the capacities of the most modern parts.
Nvidia replied by creating cuts cut off from her products and is thought To want to start again for its latest generation of Blackwell pieces. ®