Trump: I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will… pic.twitter.com/PWzC87dRmG

— Acyn (@Acyn) December 8, 2025

Who wants to justify this?

Anyone…

Anyone other than Flown the coop?

Trump's tune towards China has changed ever since Xiping and him met face to face.

China threatened something big enough to make Trump give in.

K2-HMFIC said:

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Trump: I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will… pic.twitter.com/PWzC87dRmG

— Acyn (@Acyn) December 8, 2025

Who wants to justify this?

Anyone…

Anyone other than Flown the coop?

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Maybe he has alot of NVIDIA stock?

Let's Beijing, China. Send slightly altered chips.

But I thought we needed to beat China in the AI race?

I'm beginning to wonder if Trump is any better than Beijing Biden lately.

Could have made NVIDIA go the Huawei route and forced them to back door all their products they're shipping to China. Easier to keep tabs on China's AI progress that way. Maybe they even went the mossad route and laced the chips with explosives.

I'm confident the situation isn't as black and white and some of yall want to make it.

And Trump cozying up to India so much as well.
He really is screwing up, unless he explains why.

The US has reportedly decided to approve exports of NVIDIA’s H200 chip to China.

This gives Chinese AI labs chips that outperform anything China can make until ~2028.

How big a deal this is depends on how many we export.

Thread with key charts from our new report... pic.twitter.com/bc2poxLmxx

— Tim Fist (@fiiiiiist) December 8, 2025

Released late 2024, the H200 uses TSMC’s 4nm technology, much like Blackwell chips (e.g., the B300).

The H200 is 6x more powerful than the H20, and is great for both training and inference.

It will be by far the most powerful AI chip we’ve exported to China. pic.twitter.com/nGaIzRHRdh

— Tim Fist (@fiiiiiist) December 8, 2025

The H200 belongs to the previous “Hopper” generation of NVIDIA AI chips. These are still widely used for frontier AI in the US and will likely remain so for 1 to 2 years.

18 of the 20 most powerful publicly documented GPU clusters primarily use Hopper chips. pic.twitter.com/mDYp0gTBGx

— Tim Fist (@fiiiiiist) December 8, 2025

Huawei is not planning to make an AI chip that matches the H200 until Q4 2027.

But more importantly, China’s manufacturing bottlenecks mean it’ll only reach 1-2% of US production in 2026.

So this move is giving China a bunch of advanced AI compute it wouldn’t otherwise have. pic.twitter.com/t9gts3L2Qu

— Tim Fist (@fiiiiiist) December 8, 2025

How big a deal this is depends on how many we export.

We model 9 different scenarios. US compute advantage varies from ~50x to 1.2x, depending on export quantity, elasticity, and the extent to which AI developers utilize Blackwell’s FP4 features. pic.twitter.com/ZPcRTdTmwH

— Tim Fist (@fiiiiiist) December 8, 2025

Why is compute advantage good?

A bigger advantage means greater US capacity to train more/more powerful models, support more and better AI and cloud companies, and deploy more AI at home and abroad.

— Tim Fist (@fiiiiiist) December 8, 2025

The argument for exporting H200s is to slow China’s AI chip industry.

But the CCP recognizes its strategic vulnerability.

It’s subsidizing industry + creating demand for Huawei chips via procurement mandates and restrictions. US export policy is unlikely to change this.

— Tim Fist (@fiiiiiist) December 8, 2025

Instead, H200 exports will counterfactually boost China’s ability to both develop frontier AI models and deploy them widely, competing with US AI and cloud companies abroad.

The new Chinese stack will be NVIDIA chips, Tencent/Baidu/Alibaba cloud, and DeepSeek/Qwen/Kimi models.

— Tim Fist (@fiiiiiist) December 8, 2025

So basically we give Argentina our tax money to compete with our own ranchers, and now Chyna our own tech to compete with US companies? Is that America first?

So much winning.

I voted Trump 3 times.

I didn't vote for this stupidity.

Not sure if wise.

But I will hold out hope that there are a few backdoors that can be used to our advantage.

AI is at the top of our national security interests. That means NVIDIA is going to comply with any and all US intelligence and security related matters. This was not done in a bubble, but probably set up to give the appearance as such.

Maybe President Trump is relying on his statement," U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.". This may really come back to bit us in the ass.
Personally, I am opposed to sending China anything that may improve their miserable country run by a corrupt authoritarian regime.

Does China even give a **** about the H200? We're not giving them Blackwell.

Blackwell and soon Feynman are generations ahead of the H200.

I'm hopeful this could actually have a negative effect on chinas ability to deploy. They get a few thousand H200s which is good for a compute cluster, but it could stifle China's development of their own chips, increasing US dominance.

I don't know how easy it is (it's probably impossible) to reverse engineer a GPU.

I really don't like this, but it could be more strategic under the surface.

PaulsBunions said:

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So basically we give Argentina our tax money to compete with our own ranchers, and now Chyna our own tech to compete with US companies? Is that America first?

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We've gone from the big guy getting 10% to the bigger guy getting 25%!

Every chip leaving the factory for China will have back doors and easter eggs

Who was asking for this aside from China, and does NVIDIA not have another buyer?

Great way to make money on giving them old 3 year old tech

CDUB98 said:

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Trump's tune towards China has changed ever since Xiping and him met face to face.

China threatened something big enough to make Trump give in.

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Disagree on latter. Trump was looking to end the trade dispute because he realized his larger vision to isolate China from global supply chains was folly and impossible. This has been reported on in the more sophisticated corners of media. So, then it became what kind of trade deals can we make to deescalate and get back to par. So he got enough public agreements from Xi that allowed him to announce a trade deal. The problem is that we all know China lies and will ultimately adhere to nothing they agreed to do.

But Trump wanted a way out. And now this.

Terrible Trump and is a stain on his presidency. He's had a really bad 4 weeks or so.

Extremely disappointing.

Trump all but ensuring Democrat control of the House, Senate, and Presidency come January, 2029.

And this time, they won't give it up.

Owlagdad said:

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And Trump cozying up to India so much as well.
He really is screwing up, unless he explains why.

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All he has to do is say it's for a good reason and MAGA will eat it up.
Until then, he's trolling/joking.

LOL at thinking that Chi-Nuh doesn't already have the designs for the Blackwell, and any/all other chips for now, and in the future.

This is dumb.

On one hand "China is ass-ho" and the other "Here, China, we're still buds, right?".

Malachi Constant said:

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Blackwell and soon Feynman are generations ahead of the H200.

I'm hopeful this could actually have a negative effect on chinas ability to deploy. They get a few thousand H200s which is good for a compute cluster, but it could stifle China's development of their own chips, increasing US dominance.

I don't know how easy it is (it's probably impossible) to reverse engineer a GPU.

I really don't like this, but it could be more strategic under the surface.

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Extremely doubtful in my eyes. They are not going to stop their own research and production a single moment. If anything this is going to help bridge their gap in the interim.

TommyBrady said:

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Great way to make money on giving them old 3 year old tech

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That is what I think.

Quote:

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Blackwell and soon Feynman are generations ahead of the H200.

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Entire new gen of chips just around the corner. Probably the next generation after that is already on the drawing board and will be coming out in 2-4 years.

China will have there own version of the H200 in 2-3 years. By then we will closing in on 2 generations ahead.

bobbranco said:

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Not sure if wise.

But I will hold out hope that there are a few backdoors that can be used to our advantage.

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too many dummies can't realize that CHINA HAS MORE TO LOSE from this than the USA

would the USA be using technology made by Nazi Germany!?!?

but some dummies think the People's Liberation Army in China are going to use American made chips in their military!?!

it would be the exact same as Iran using centrifuges made in Israel!

How stupid does he and his party leaders have to be to sell our competitive advantage to our biggest competitor. Holy sh*t.

CDUB98 said:

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Trump's tune towards China has changed ever since Xiping and him met face to face.

China threatened something big enough to make Trump give in.

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There were no threats. Xiping probably just complimented him and told him how great he was and gave him a gift. That's the way to get basically whatever you want from this man…

Maybe this is like selling Hamas a bunch of pagers.

Waffledynamics said:

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But I thought we needed to beat China in the AI race?

I'm beginning to wonder if Trump is any better than Beijing Biden lately.

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That's a Yuge stretch.

CDUB98 said:

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Trump's tune towards China has changed ever since Xiping and him met face to face.

China threatened something big enough to make Trump give in.

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Who knows, but it doesn't matter. You don't give an enemy, and that's what China is, things like this. It doesn't matter how much money they give us.

Waffledynamics said:

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But I thought we needed to beat China in the AI race?

I'm beginning to wonder if Trump is any better than Beijing Biden lately.

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The Orange Biden?

Tony Franklins Other Shoe said:

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Maybe this is like selling Hamas a bunch of pagers.

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at least someone on here is thinking correctly!!

I don't see how anyone can believe that Rubio would allow something to go on that would STRENGTHEN the commies.

as said, these are OLD chips which are a generation behind what NVIDIA is giving to the USA military.

the USA military does not use Chinese technology any more- why would anyone believe that China's mililtary will use American technology GIVEN TO THEM rather than stolen by Beijing?

it literally is nonsensical.

This really feels like NVDA's running in to a wall of not having enough customers to support it's stock price and everyone's code red to prop that thing up.

That's all I have on why we talk so much about NVDA.