NVIDIA can sell H200 AI chips to China
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By Stephen Nellis and Michael Martina SAN FRANCISCO, Dec 10 (Reuters) - Nvidia has built location verification technology that could indicate which country its chips are operating in, the company confirmed on Wednesday,
Andrew Hill Well, it’s a spectacular bit of work — the book. I’ve called it a sort of hardcore business book. Lots of research into Nvidia, the company of the moment and particularly Jensen Huang, the founder and chief executive of Nvidia. Just in your own words, tell us a little bit about the project that you undertook.
The company's Starcloud-1 satellite is running Gemma, an open model from Google, marking the first time in history that an LLM has been trained in outer space.
Donald Trump’s decision to allow Nvidia Corp. to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.
Prior to reporting its fiscal third-quarter operating results in November, Nvidia's P/S ratio surpassed 30. As for Palantir, its trailing 12-month P/S ratio is currently 119, and that's not a typo. There's virtually no sales or earnings growth rate that can support such aggressive valuation premiums for these two AI darlings.
President Trump will allow the company to sell its powerful H200 chips to the Chinese—provided the U.S. gets a cut.
And a new report does say smuggled GPUs are now being used illegally by the Chinese company Deepseek, which, for someone like Cotton, would be like the One Ring being smuggled directly to Sauron. But for what it’s worth, Nvidia calls the details of the report “far-fetched.”
On Dec. 8, President Donald Trump posted on the social media platform Truth Social that he has "informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security."