Holding breath for this: Nvidia China AI chip sales hinge on Trump licensing conditions

Nvidia's proposed AI chip sales to China are currently uncertain due to national security considerations from Washington. The situation highlights the negotiations surrounding licenses for China's ByteDance to purchase Nvidia's H200 AI chips, with significant conditions still under discussion. The 'Know Your Customer' requirements imposed by US authorities, aimed at preventing military access to these chips, remain a critical sticking point. Nvidia has positioned itself as a mediator between potential Chinese customers and the US government, emphasizing the need for commercially feasible conditions to maintain competitiveness. Overall, Nvidia is also seeking permissions to ship similar AI processors to other Chinese firms while balancing national security and commercial realities.