- The White House allowed the export of Nvidia H200 to China with a commission of 25%
- US officials have weighed in on strategies ranging from a complete export ban to flooding markets.
- President Trump said H200 exports support American jobs and manufacturing efforts
The White House has allowed the export of Nvidia H200 AI accelerators to Chinaincluding 25% commission for sending.
According to reports, this decision was influenced by Huawei's rapid development of its Ascend 910C chips, in particular the CloudMatrix 384 system, which combines 384 such accelerators.
Inside sources suggest the US move is aimed at maintaining American dominance in the global technology ecosystem while maintaining restrictions on the country's own Blackwell and Rubin architectures.
Performance of CloudMatrix 384 from Huawei
Huawei CloudMatrix 384 is called a “kernel-level product.” capable of delivering 300 petaflops of dense compute performance to the BF16.
He is superior NvidiaThe GB200 is NVL72 in some performance metrics, highlighting its incredible processing power.
The system also provides 3.6 times the total memory and more than twice the memory bandwidth compared to the Nvidia platform.
However, this gain comes at the cost of a nearly fourfold increase in power consumption, raising concerns about efficiency.
These accelerators are deployed in Huawei data centerswhere excess electricity reduces the importance of energy efficiency.
The company plans to increase production of the Ascend 910C to hundreds of thousands of units next year, with projections that millions could be produced by 2026.
Despite China developing its own AI instruction set through CANN, Nvidia GPUs remain the preferred choice for many AI developers, including companies like Deepseek.
Huawei has achieved its goal Open source CANN software for Ascend GPUsoffering multi-layer programming interfaces for artificial intelligence applications.
The move aims to challenge CUDA's nearly two decades of dominance by encouraging an in-house ecosystem that reduces dependence on US hardware.
Early adoption remains uncertain as the CANN ecosystem is still immature compared to the long-established CUDA platform.
As Huawei progressed, the US allegedly considered several scenarios, ranging from a complete export ban to attempts to crush Huawei by flooding the market.
The final solution represents a middle ground that balances national security, global AI competitiveness, and economic interests.
President Trump emphasized that authorized exports would support American jobs and manufacturing while maintaining leverage over advanced artificial intelligence technologies.
Nvidia CEO Jensen Huang acknowledged uncertainty about whether Chinese customers will fully purchase H200 systems, noting a $5.5 billion revenue shortfall from AI chip sales at the start of 2025.
The reversal thus appears to be driven by the Huawei Ascend 910C's performance trajectory, which poses a potential threat to US leadership in AI hardware.
Exporting H200 chips allows the US to maintain influence over artificial intelligence software ecosystems.
It also reflects recognition of China's growing capabilities in high-performance accelerators.
By using Tom's Equipment
Follow TechRadar on Google News. And add us as your preferred source to get our expert news, reviews and opinions in your feeds. Be sure to click the “Subscribe” button!
And of course you can also Follow TechRadar on TikTok. for news, reviews, unboxing videos and get regular updates from us on whatsapp too much.
