David Sacks in the White House confirmed the decision to lift restrictions on AI chip exports from Nvidia and AMD to China, viewing it as a strategic recalibration.
Strategic Recalibration
Sacks stated that the resumption of shipments of Nvidia's H20 chips would help the US compete more effectively on the global stage while curbing Chinese tech giant Huawei's efforts to dominate the global market.
New Prospects for Nvidia and AMD
Following the decision to resume shipments, Nvidia and AMD stand to gain billions in revenue. Nvidia expects that sales of the H20 chips will help recover billions previously lost due to strict export restrictions.
AI Exports as a Bargaining Chip in US-China Talks
The policy to lift restrictions on chip exports to China is seen as part of a broader strategy to build a fully American-made AI stack. This decision has emerged from prolonged diplomatic talks between Washington and Beijing.
The resumption of AI chip exports to China represents a significant shift in US policy and may become a critical element in trade negotiations with China, indicating a strategic intent to preserve American technology leadership.
