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China to weigh AI gains with self-reliance, security in Nvidia H200 access decision

By MLex Staff ( December 11, 2025, 06:38 GMT | Comment) -- As Washington moves to ease restrictions on Nvidia’s H200 AI chips to China, Beijing is likely to respond with a calibrated two-track approach that might allow Chinese companies to buy the powerful chips under certain conditions, while keeping state systems tied to domestic hardware. The decision will test the tentative easing in US-China tensions as Beijing balances AI competitiveness, cybersecurity concerns and long-term goals for semiconductor self-reliance.As Washington moves to ease restrictions on Nvidia’s H200 AI chips to China, Beijing is likely to respond with a calibrated two-track approach. The accelerators could speed China’s commercial artificial-intelligence push, but regulators must balance those gains against long-term goals for a self-reliant domestic semiconductor supply chain and the cybersecurity concerns that accompany reliance on US technology....

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