
The U.S. Trump administration has approved restricted exports of Nvidia's H200 AI chips to China, requiring third-party testing, proof of sufficient U.S. supply, and security assurances to prevent military use. The U.S. government will receive a 25% fee on sales. Meanwhile, China has limited purchases to special cases like research and reportedly instructed customs to block imports, reflecting caution amid efforts to promote domestic chipmakers and manage U.S.-China tech tensions. Demand from Chinese firms remains high but uncertain under these conditions.
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