White House U-turn on Nvidia H200 AI accelerator exports down to Huawei's powerful new Ascend chips, report claims — U.S. committed to 'dominance of the American tech stack'

The U.S. has allowed the export of Nvidia's H200 AI accelerator to China with a 25% fee, aiming to maintain American tech dominance globally. This decision follows Huawei's advancements with its CloudMatrix 384 and Ascend 910C systems, comparable to Nvidia's offerings. While China is developing its own instruction set, Nvidia's CUDA-based accelerators remain crucial for AI systems. The White House's move aims to balance market influence without compromising national security, restricting China from Nvidia's latest Blackwell architectures but allowing access to the H200. Nvidia CEO Jensen Huang expressed uncertainty about Chinese interest in the H200, emphasizing the ongoing debate over AI GPU export controls.