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Nvidia is ramping up production of H200 AI accelerators for China after securing multiple licenses, signaling a gradual reopening of a key market despite ongoing export restrictions and duties.
The U.S. plans a flexible AI chip export framework requiring foreign governments to invest domestically, potentially benefiting Nvidia by expanding selective exports amid geopolitical tensions.
Samsung Electronics will begin producing HBM4 chips next month, supplying Nvidia and AMD after passing qualification tests, potentially boosting Nvidia's memory performance capabilities.