Tech: Trump — China ‘chose not’ to buy Nvidia chips - Punchbowl News

Former US President Trump and his top trade adviser revealed on Friday that Beijing has chosen not to purchase NVIDIA's H200 chips despite Commerce Department approvals and purchase orders from Chines... Read original →

Trump’s claim that China 'chose not' to buy H200 chips reveals the erosion of commercial trust under U.S. export controls—even approved sales are now commercially nonviable. Technically, Chinese AI firms are accelerating adoption of domestic alternatives like Huawei’s Ascend 910B and Cambricon’s MLU590, forcing rapid software stack re-architecting and model quantization. Compliance costs for NVIDIA have surged, while Chinese buyers face supply chain fragility, resorting to stockpiling A800/H800 or rerouting via third countries. AMD is exploiting regulatory gray zones with MI300, while Huawei leverages full-stack autonomy to lock in customers. Within 12–24 months, China will systematically decouple from U.S.-designed AI chips, using chiplet integration and in-memory computing to bypass advanced-node restrictions—ushering in a bifurcated global AI hardware ecosystem: one compliant, one sovereign.