Nvidia secures US license to ship H200 chips to China in limited quantities

Nvidia obtained a US government license to export a small number of its less advanced H200 chips to Chinese customers, marking the first concrete step in its bid to re-enter the world's largest semiconductor market. No revenue has been generated yet from these approved shipments. The license comes as Nvidia acknowledged Chinese competitors, bolstered by recent IPOs like Moore Threads, are "making progress" and could "disrupt the structure of the global AI industry over the long term."

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