Commenting on Nvidia’s restart of H200 chip production, SMU Associate Professor of Finance Fu Fangjian said that the sale of H200 chips requires approval from both China and the US, and that Nvidia's ability to restart production is likely related to the trade negotiations between the two countries in Paris. Assoc Prof Fu noted that the trade teams of both countries reached a consensus on specific details, and it is expected that Chinese companies not involved in the military industry have received approval to purchase H200 chips. Regarding whether the US will sell Blackwell chips, which are more advanced than H200, to China in the future, Assoc Prof Fu believes that China hopes to introduce Blackwell chips, but he noted that the hope is not great in the short term.
