By Yahoo Finance Video
Publication Date: 2025-12-09 21:33:00
00:00 Josh
President Trump approving the sale of Nvidia’s H200 AI chips to China on Monday, but the response from Wall Street muted. And questions still remain about the real demand from China. For more, we’re bringing in Yahoo Finance Tech Editor, Dan Howley. Dan.
00:13 Dan Howley
Yeah, Josh, there’s a number of factors going on here at the same time. The first is whether or not these actually end up in China. Uh there’s really concerned that China may not actually take these chips in as they did with the H20. Uh there’s been a lot of discussion as to whether or not that plan to not take in H20s after President Trump had approved them for export was a means for kind of using the US to get at higher end chips. That includes the perhaps H200, the the Hopper 200 chips or even Blackwell chips.
00:46 Dan Howley
Uh we’re we’re still not entirely clear on that. Uh President Trump said that uh President Xi Jinping of China was, you know, uh upbeat about the the conversation with regard to the H200, but that’s not exactly them saying, okay, send them on over.
01:05 Dan Howley
The Blackwell chips are obviously the most recent Nvidia chips, the uh B300, that’s the Blackwell Ultra, then there’s the B200, the standard Blackwell. China would be getting the H200, that’s based on the older Hopper architecture.
01:19 Dan Howley
It’s not just whether or not China would take them or not. It’s also, of course, whether the US would block…
