After an extended delay in selling into the world's second-largest economy, chipmaker Nvidia is gearing up to provide some customers in China with its H200 processors, CEO Jensen Huang said on Tuesday.
"We have received purchase orders, and we're in the process of restarting our manufacturing," Huang told reporters at the company's GTC conference in San Jose, California. "That's new news for all o...
Nvidia's return to the Chinese market, while superficially positive, reveals a deeply embedded, strategically-laden game of geopolitical leverage. The “new news” isn’t simply about selling chips; it’s about demonstrating a willingness to play by Washington’s increasingly complex rules, a ruleset that fundamentally reshapes Nvidia’s business model. The 25% cut is a particularly revealing detail, framing the sale not as a commercial transaction but as a form of strategic contribution to U.S. natio...