US Eases AI Chip Export Rules, Paving Way for Nvidia H200 Sales to China

• The US Commerce Department will now review applications for AI chip exports to China on a case-by-case basis, easing previous restrictions.
• The new rule allows Nvidia to potentially sell its H200 AI chips to China, a shift from earlier policies aimed at limiting China's access to advanced US tech.
• Licensing requirements include certifying no US shortage, ensuring Chinese production doesn't displace domestic capacity, and limiting exports to 50% of US market volume.
• Companies like Nvidia and AMD must implement 'Know Your Customer' procedures and subject chips to third-party US testing.
• This regulation marks a significant policy shift by the Trump administration, allowing advanced AI chips like the H200 to be legally exported to China.

Why It Matters: US relaxes AI chip export rules, enabling Nvidia and AMD to sell advanced processors to China under strict conditions.