正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

WATCH: Nvidia is considering adding new manufacturing lines for H200 AI chips following strong demand from Chinese clients and recent US export approval with a 25 percent fee

Reuters Business

2,869,723 subscribers

141,828 次观看 • 9 个月前 •via X (Twitter)

科学技术财经

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said

Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said

Reuters Business

14,904 次观看 • 6 个月前

US President Donald Trump imposed a 25% tariff on certain AI chips, including the Nvidia H200 AI processor, under a new national security order released by the White House

US President Donald Trump imposed a 25% tariff on certain AI chips, including the Nvidia H200 AI processor, under a new national security order released by the White House

Reuters

68,631 次观看 • 8 个月前

Trump just pulled off one of the smartest dealmaking moves in tech history. And Nvidia + China are both getting played. Let me explain... December 2025: Trump announces Nvidia can sell H200 chips to China. BUT the US government takes 25% of every sale. Not a 25% tariff. 25% OF THE REVENUE goes to US Treasury. Jensen Huang celebrates. Stock rallies. January 14, 2026: Commerce Department publishes the REAL terms. Chips manufactured in Taiwan have to TRANSIT through the US for "third-party verification." When they enter US soil? 25% tariff gets applied. So Nvidia pays 25% tariff to import their own chips. THEN Trump takes 25% of the sale price when they ship to China. Nvidia's getting hit TWICE. The math is crazy: H200 costs $30k to make. Nvidia sells for $50k. 25% tariff entering US = $10k to government 25% of sale to China = $12.5k to government Total to US: $22.5k per chip Nvidia's margin: Drops from 70%+ to maybe 15% Chinese companies ordered 2 MILLION H200 chips for 2026. But Nvidia only has 700,000 in inventory. $22,500 × 700,000 chips = $15.75 BILLION to US Treasury. From ONE deal. With ONE company. Now here's where it gets insane... China isn't actually approving these imports. Chinese state media called H200 chips "unsafe." Cyberspace Administration is blocking purchases except for "exceptional circumstances." So Trump negotiated a deal where: - Nvidia thinks they're getting China market access - China's government is quietly blocking the imports anyway - US Treasury collects billions on the few that do get through - Trump gets to claim he's "tough on China" AND "supporting American business" This move kinda makes sense if you think about it. Supreme Court is about to rule Trump's IEEPA tariffs are illegal. That's the $130 billion refund bomb. Trump needs NEW revenue sources to replace tariff income when that ruling drops. So he invents a completely new structure: Not a tariff (court can't overturn). A "licensing fee" (executive authority). On chips that are "national security sensitive" (unchallengeable). This is the blueprint for Tariffs 2.0. When Supreme Court kills IEEPA authority Trump just pivots to "licensing fees" on every strategic export. Can't challenge it as a tariff because it's not a tariff. It's a "condition of export approval." The semiconductor industry just became Trump's test case. And Nvidia walked right into it because Jensen spent 6 months lobbying for "market access." Meanwhile China's playing the long game: They're not approving H200 imports. They're forcing their companies to use domestic chips (inferior but improving). Accelerating DeepSeek-style efficiency research. Building AI models that work on weaker hardware. In 2-3 years, when Chinese chips catch up, they won't need Nvidia at all. And Trump's "$15.75 billion windfall" becomes $0. But by then he'll have established the legal framework to extract licensing fees from every other strategic export. Everyone thinks Trump's negotiating strategy is "chaos." But look at what he actually accomplished: Created legal precedent for non-tariff trade fees that survive Supreme Court challenges. That's not chaos. That's calculated. What happens next: Supreme Court rules (next 2 weeks). Trump loses on IEEPA tariffs. $130B refund chaos begins. Trump immediately announces "licensing fee" structure for 10 other export categories. Uses Nvidia deal as proof it "works." Markets freak out as every exporter realizes their margins are about to get crushed. China continues blocking H200 imports while building domestic alternatives. Nvidia's stock craters when 2026 guidance shows China revenue never materialized. And Trump goes into 2027 with a completely new trade policy framework that's legally unchallengeable. Everybody's focused on the tariffs. Nobody's watching the licensing fees. This is actually genius.

Trump just pulled off one of the smartest dealmaking moves in tech history. And Nvidia + China are both getting played. Let me explain... December 2025: Trump announces Nvidia can sell H200 chips to China. BUT the US government takes 25% of every sale. Not a 25% tariff. 25% OF THE REVENUE goes to US Treasury. Jensen Huang celebrates. Stock rallies. January 14, 2026: Commerce Department publishes the REAL terms. Chips manufactured in Taiwan have to TRANSIT through the US for "third-party verification." When they enter US soil? 25% tariff gets applied. So Nvidia pays 25% tariff to import their own chips. THEN Trump takes 25% of the sale price when they ship to China. Nvidia's getting hit TWICE. The math is crazy: H200 costs $30k to make. Nvidia sells for $50k. 25% tariff entering US = $10k to government 25% of sale to China = $12.5k to government Total to US: $22.5k per chip Nvidia's margin: Drops from 70%+ to maybe 15% Chinese companies ordered 2 MILLION H200 chips for 2026. But Nvidia only has 700,000 in inventory. $22,500 × 700,000 chips = $15.75 BILLION to US Treasury. From ONE deal. With ONE company. Now here's where it gets insane... China isn't actually approving these imports. Chinese state media called H200 chips "unsafe." Cyberspace Administration is blocking purchases except for "exceptional circumstances." So Trump negotiated a deal where: - Nvidia thinks they're getting China market access - China's government is quietly blocking the imports anyway - US Treasury collects billions on the few that do get through - Trump gets to claim he's "tough on China" AND "supporting American business" This move kinda makes sense if you think about it. Supreme Court is about to rule Trump's IEEPA tariffs are illegal. That's the $130 billion refund bomb. Trump needs NEW revenue sources to replace tariff income when that ruling drops. So he invents a completely new structure: Not a tariff (court can't overturn). A "licensing fee" (executive authority). On chips that are "national security sensitive" (unchallengeable). This is the blueprint for Tariffs 2.0. When Supreme Court kills IEEPA authority Trump just pivots to "licensing fees" on every strategic export. Can't challenge it as a tariff because it's not a tariff. It's a "condition of export approval." The semiconductor industry just became Trump's test case. And Nvidia walked right into it because Jensen spent 6 months lobbying for "market access." Meanwhile China's playing the long game: They're not approving H200 imports. They're forcing their companies to use domestic chips (inferior but improving). Accelerating DeepSeek-style efficiency research. Building AI models that work on weaker hardware. In 2-3 years, when Chinese chips catch up, they won't need Nvidia at all. And Trump's "$15.75 billion windfall" becomes $0. But by then he'll have established the legal framework to extract licensing fees from every other strategic export. Everyone thinks Trump's negotiating strategy is "chaos." But look at what he actually accomplished: Created legal precedent for non-tariff trade fees that survive Supreme Court challenges. That's not chaos. That's calculated. What happens next: Supreme Court rules (next 2 weeks). Trump loses on IEEPA tariffs. $130B refund chaos begins. Trump immediately announces "licensing fee" structure for 10 other export categories. Uses Nvidia deal as proof it "works." Markets freak out as every exporter realizes their margins are about to get crushed. China continues blocking H200 imports while building domestic alternatives. Nvidia's stock craters when 2026 guidance shows China revenue never materialized. And Trump goes into 2027 with a completely new trade policy framework that's legally unchallengeable. Everybody's focused on the tariffs. Nobody's watching the licensing fees. This is actually genius.

Ricardo

44,762 次观看 • 8 个月前

🚨 BREAKING 🇺🇸🇨🇳 PRESIDENT TRUMP JUST APPROVED 10 CHINESE COMPANIES TO BUY NVIDIA H200 CHIPS SOURCES REPORT THAT THE U.S. WILL OFFICIALLY LIFT ALL TRADING BANS AND RESUME SELLING AI CHIPS BEFORE THE SANCTIONS, CHINA GENERATED OVER 25% OF NVIDIA'S REVENUE $NVDA STOCK IS GOING PARABOLIC AGAIN!!

🚨 BREAKING 🇺🇸🇨🇳 PRESIDENT TRUMP JUST APPROVED 10 CHINESE COMPANIES TO BUY NVIDIA H200 CHIPS SOURCES REPORT THAT THE U.S. WILL OFFICIALLY LIFT ALL TRADING BANS AND RESUME SELLING AI CHIPS BEFORE THE SANCTIONS, CHINA GENERATED OVER 25% OF NVIDIA'S REVENUE $NVDA STOCK IS GOING PARABOLIC AGAIN!!

ᴛʀᴀᴄᴇʀ

46,412 次观看 • 4 个月前

TSMC, the world's main producer of advanced AI chips and a major supplier to Nvidia, pledged to invest a further $100 billion in the US state of Arizona and said AI-driven demand will remain strong up to 2030

TSMC, the world's main producer of advanced AI chips and a major supplier to Nvidia, pledged to invest a further $100 billion in the US state of Arizona and said AI-driven demand will remain strong up to 2030

Reuters

61,273 次观看 • 2 个月前

🚨 NVIDIA IS GETTING HIT FROM BOTH SIDES CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS CHINA WOULD RATHER BUILD ITS OWN AI SUPPLY CHAIN THAN DEPEND ON AMERICA AT THE SAME TIME, NVIDIA CUT ITS INITIAL SUPPORT FOR OPENAI’S OHIO DATA CENTER FROM $250 BILLION TO LESS THAN $120 BILLION CHINA IS BACKING AWAY FROM NVIDIA AND NVIDIA IS STARTING TO BACK AWAY FROM THE AI BOOM THIS IS NOT JUST ABOUT ONE CHIPMAKER THE ENTIRE AI TRADE IS STARTING TO CHANGE

🚨 NVIDIA IS GETTING HIT FROM BOTH SIDES CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS CHINA WOULD RATHER BUILD ITS OWN AI SUPPLY CHAIN THAN DEPEND ON AMERICA AT THE SAME TIME, NVIDIA CUT ITS INITIAL SUPPORT FOR OPENAI’S OHIO DATA CENTER FROM $250 BILLION TO LESS THAN $120 BILLION CHINA IS BACKING AWAY FROM NVIDIA AND NVIDIA IS STARTING TO BACK AWAY FROM THE AI BOOM THIS IS NOT JUST ABOUT ONE CHIPMAKER THE ENTIRE AI TRADE IS STARTING TO CHANGE

Leshka.eth ⛩

43,391 次观看 • 1 个月前

Jensen Huang: “We (Nvidia) are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea.” Chinese AI labs like DeepSeek now have to use Chinese chips for both inference and training. Chinese chips will inevitably rise if this Nvidia chip ban continues.

Jensen Huang: “We (Nvidia) are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea.” Chinese AI labs like DeepSeek now have to use Chinese chips for both inference and training. Chinese chips will inevitably rise if this Nvidia chip ban continues.

Yuchen Jin

2,362,286 次观看 • 11 个月前

SITUATION EXPLAINED: The Trump administration is closing the loophole that lets Chinese labs rent US chips. • A small group inside Commerce is building a slimmed-down replacement for the Biden-era AI Diffusion Rule, which the administration scrapped in 2025 • The target is Chinese AI firms accessing advanced chips remotely through data centers abroad, in countries including Thailand and Singapore • The current regime is upside down: the US now permits H200 sales to China while Beijing forbids its own firms from buying them • Nvidia's share of China's AI chip market fell from 95% in 2023 to 8% in 2026, while Huawei climbed to roughly 50-60% Theo Jaffee: "It's kind of unclear to me how important access to American chips is for Chinese AI progress, especially if GLM 5.3 is served entirely on Chinese chips, which is what they claim."

SITUATION EXPLAINED: The Trump administration is closing the loophole that lets Chinese labs rent US chips. • A small group inside Commerce is building a slimmed-down replacement for the Biden-era AI Diffusion Rule, which the administration scrapped in 2025 • The target is Chinese AI firms accessing advanced chips remotely through data centers abroad, in countries including Thailand and Singapore • The current regime is upside down: the US now permits H200 sales to China while Beijing forbids its own firms from buying them • Nvidia's share of China's AI chip market fell from 95% in 2023 to 8% in 2026, while Huawei climbed to roughly 50-60% Theo Jaffee: "It's kind of unclear to me how important access to American chips is for Chinese AI progress, especially if GLM 5.3 is served entirely on Chinese chips, which is what they claim."

MTS

10,458 次观看 • 22 天前

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

Reuters

47,749 次观看 • 4 个月前

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

Reuters Business

655,514 次观看 • 4 个月前

Though US export restrictions threaten a major market for Nvidia in China, I think it’s a bullish demand signal for $NVDA. Below I explain why and what I see for the rest of 2025 for the AI chip leader. Bloomberg Technology

Though US export restrictions threaten a major market for Nvidia in China, I think it’s a bullish demand signal for $NVDA. Below I explain why and what I see for the rest of 2025 for the AI chip leader. Bloomberg Technology

Beth Kindig

27,843 次观看 • 1 年前

Taiwan's TSMC, the world's largest contract chipmaker, is riding an AI boom that is driving robust demand for computing power and advanced semiconductor chips, its CEO said, adding it will take a 'very long time' to fully meet US production needs

Taiwan's TSMC, the world's largest contract chipmaker, is riding an AI boom that is driving robust demand for computing power and advanced semiconductor chips, its CEO said, adding it will take a 'very long time' to fully meet US production needs

Reuters

43,019 次观看 • 3 个月前

AI in Motion: Autonomous Driving and Real-World Systems Live from NVIDIA GTC 2026, our correspondent Robert Scoble Robert Scoble is on the expo floor where AI is moving from theory into real-world applications—spanning robotics, AI infrastructure, and autonomous driving. The trend is clear: AI is rapidly expanding into robotics, intelligent manufacturing, and autonomous systems. Watch our Day 2 field report and stay with us as we continue exploring the future of AI. #AI #GTC2026 #Robotics #AutonomousDriving #NVIDIA

AI in Motion: Autonomous Driving and Real-World Systems Live from NVIDIA GTC 2026, our correspondent Robert Scoble Robert Scoble is on the expo floor where AI is moving from theory into real-world applications—spanning robotics, AI infrastructure, and autonomous driving. The trend is clear: AI is rapidly expanding into robotics, intelligent manufacturing, and autonomous systems. Watch our Day 2 field report and stay with us as we continue exploring the future of AI. #AI #GTC2026 #Robotics #AutonomousDriving #NVIDIA

China Asset Management

62,948 次观看 • 6 个月前

New episode: the gripping tale of what is happening in China’s AI companies right now. Are they coming for Open AI and Anthropic? How did they get this good, despite US export controls on advanced chips? Latest episode is with Kai-Fu Lee. Listen here 🔽

New episode: the gripping tale of what is happening in China’s AI companies right now. Are they coming for Open AI and Anthropic? How did they get this good, despite US export controls on advanced chips? Latest episode is with Kai-Fu Lee. Listen here 🔽

Mishal Husain

28,298 次观看 • 15 天前

🚨 BREAKING: The DOJ has confirmed INDICTMENTS against two Chinese nationals for trying to smuggle NVIDIA chips into China "China is looking for advanced chips [to] lead the world in AI by the end of the decade." America is the greatest nation on earth. Everyone wants to steal from us. Nearly $4 million was wire-transferred from China to fund this operation. Catch ALL Chinese smugglers 🔥🔥

🚨 BREAKING: The DOJ has confirmed INDICTMENTS against two Chinese nationals for trying to smuggle NVIDIA chips into China "China is looking for advanced chips [to] lead the world in AI by the end of the decade." America is the greatest nation on earth. Everyone wants to steal from us. Nearly $4 million was wire-transferred from China to fund this operation. Catch ALL Chinese smugglers 🔥🔥

Eric Daugherty

74,098 次观看 • 10 个月前

Here is what each side actually wants. China wants three things. Cheap energy from the Western Hemisphere. Nvidia chips to fuel its AI. Access to the US market. America wants three things. Chinese consumers to buy stable coins to finance US debt. China as a lab to test AI surveillance that cannot be tested in America. Chinese manufacturing — in America and Venezuela. This is not a trade deal. This is a restructuring of the entire global economy. China becomes the factory and the lab. America becomes the financier and the landlord. Both need each other to survive. That is the grand bargain.

Here is what each side actually wants. China wants three things. Cheap energy from the Western Hemisphere. Nvidia chips to fuel its AI. Access to the US market. America wants three things. Chinese consumers to buy stable coins to finance US debt. China as a lab to test AI surveillance that cannot be tested in America. Chinese manufacturing — in America and Venezuela. This is not a trade deal. This is a restructuring of the entire global economy. China becomes the factory and the lab. America becomes the financier and the landlord. Both need each other to survive. That is the grand bargain.

Predictive History

77,821 次观看 • 4 个月前