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الشرق الأوسط
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2026-11-10T08:25:06.000Z

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Nvidia's China Chip Route

Nvidia's China Chip Route

Nvidia’s advanced GPUs are used to train and run AI systems, and the company’s market capitalization has reached $4.5 trillion. The United States bans exports of Blackwell and Rubin chips to China, while it has eased restrictions on the H200 in exchange for 25% of sales revenue. Despite the restrictions, the chips may reach Chinese companies through smuggling or by renting computing capacity in third countries. Meanwhile, domestic alternatives are expanding, led by Huawei, which said its new AI chip would be ready in the first quarter of 2027.

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