🤖 Nvidia is once again heading to China. Cautiously, with reservations and prepayment

According to Reuters, Nvidia plans to start shipping H200 chips to China by mid-February, just in time for the Lunar New Year 🎆

We're talking about 5–10 thousand chips, from existing stocks. New capacities — later, and not before 2026.

📌 But there's a nuance (how could there not be):

— shipments are possible only after Beijing's approval

— the USA has allowed exports, but with a 25% commission

😏 Sanctions, version 2025

Under Biden:

❌ "No advanced chips to China, it's a security threat"

Under Trump:

✅ "Sure, but for a fee. And let's take a commission"

Politics has changed, but business remains as it was 💼

🧠 Why specifically H200?

It's no longer the newest chip (there's Blackwell and soon Rubin),

but:

— H200 is still very powerful

— Chinese analogs are still not up to par

— for Nvidia — a great way to sell the "previous generation" without harming the flagships

🤔This is a compromise convenient for everyone — except for the loud slogans.

— Nvidia monetizes stocks and maintains market presence

— the USA formally "controls the process" and takes a percentage

— China gets working chips, even if they are not the freshest

📌 By allowing imports, the USA slows down the development of China's own solutions