Bloomberg Tech Nvidia Wins US Approval to Sell H200 Chips to China
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Dec 9, 2025 Ian King, a Bloomberg reporter specializing in semiconductors, discusses the significance of Nvidia's H200 chip approval for China, highlighting its performance advantages for Chinese data centers. Mandeep Singh, an analyst, predicts a $25-30 billion market opportunity for the chip, while Ross Gerber, CEO of Gerber Kawasaki, shares insights on the competitive bidding wars for Warner Bros. He emphasizes potential antitrust risks for Netflix, reflecting on the broader implications for investors.
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US Calibrates H200 Exports To China
- Allowing H200 exports to China signals a calibrated US shift: limited sales with a 25% surcharge and import-reexport mechanics.
- The move balances commercial advantage for NVIDIA with national-security and tariff leverage, per Ian King.
H200 Is A Significant But Not Top-Tier Leap
- The H200 outperforms prior generations by multiple times but is below Blackwell's capabilities.
- It remains mainstream in global data centers and is materially better than most Chinese domestic alternatives, per Ian King.
China Sales Remain Modeled As Upside
- Market reaction treats any China sales as upside to NVIDIA's conservative zero-China forecast.
- Geopolitical uncertainty means investors still largely model Chinese revenue as zero despite potential tailwinds, per Ipek Oshkodeshkaya.