Right now, China is far behind the United States in chips that power the AI race.
Because the H200s are far better than what China can produce domestically, both in capability and scale, @nvidia selling these chips to China could help it catch up to America in total compute.
Publicly available analysis indicates that the H200 provides 32% more processing power and 50% more memory bandwidth than China’s best chip. The CCP will use these highly advanced chips to strengthen its military capabilities and totalitarian surveillance.
Finally, Nvidia should be under no illusions – China will rip off its technology, mass produce it themselves, and seek to end Nvidia as a competitor. That is China’s playbook and it is using it in every critical industry.