2026-01-06 20:33:52

NVIDIA's H200 chip shipments to China are facing scrutiny from U.S. regulators, though officials are reportedly racing to work out licensing arrangements. According to remarks from NVIDIA's CFO at an industry event, the company is in active discussions with government agencies to secure necessary permits. The outcome could significantly impact NVIDIA's revenue streams and global semiconductor supply dynamics.

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RugResistant

· 01-06 21:03

ngl this licensing dance feels like security theater... NVIDIA's been through this before, red flags all over the permit process tbh

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ProposalManiac

· 01-06 20:58

This is a typical "I want to open up, but not too much" game-theoretic dilemma. Both sides are drawing red lines, and ultimately, efficiency suffers. Looking at history, EAA back then kept messing around with these back-and-forths, causing the entire supply chain to miss the window. NVIDIA is now betting on which will be broken first: time cost or policy cost.

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TokenDustCollector

· 01-06 20:36

The Americans are just playing tug-of-war, blocking us on one hand and pretending to negotiate on the other. Nvidia is caught in the middle and is miserable.

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