Trump and Jen-Hsun Huang "laughed during the meeting"! The United States will temporarily suspend the ban on NVIDIA H20 chips to China, is deepseek going to da moon?

It is rumored that the former US President Trump administration changed the original policy of restricting exports of H20 AI chips to China after Nvidia CEO Jensen Huang attended the "Mar-a-Lago" dinner, which caused great concern in the market. Synopsis: Huida reported revenue growth of 114% more than expected, why is Huang Jenxun not afraid of the impact of DeepSeek? (Background supplement: NVIDIA GTC 2025 Summary: Huang Jenxun foresees the "AI Agent Revolution" entering the household consumption level, Blackwell Ultra or spawning a large number of one-person start-ups) US President Trump recently welcomed representatives of various countries at his Mar-a-Lago estate to negotiate tariffs with companies, and Nvidia Huang Jenxun is not left behind, according to Reuters, last night (9) at Trump's own banquet at Huang Jenxun discussed matters related to Huida's key AI chip H20 input into China, After the banquet, Trump agreed to relax the relevant policies, which is the first possible relaxation since the Biden administration began to implement the AI loss ban in 2023. According to people familiar with the matter, Trump has seen a dramatic shift in the US government's AI China policy in the past, and in the past further restricted the export of H20 (AI) chips designed by Hvidia for the Chinese market, an export control measure that could have taken effect as soon as this week. However, after Nvidia CEO Jensen Huang attended a dinner at Trump's Mar-a-Lago in Florida last week, rumors of the plan were stalled. The report pointed out that the key is that Nvidia promised the Trump administration to invest in new AI data centers in the United States, which is equivalent to Nvidia's absolute interest in the Chinese market by increasing investment in the United States, and so far, the White House and Nvidia have responded immediately. The Nvidia H20 chip is a chip designed specifically for China in 2024, H20 is a special improved version of the past Nvidia classic AI graphics card model H100, with 96 GB HBM display memory, and 4.0 Tb/s memory bandwidth, compared to the mainstream gaming top graphics card RTX 4090 provides 3~4 times the AI performance indicators. H20 chip orders surge in the Chinese market 4090 graphics card is currently China's mainstream graphics card H100 is banned after the use of private enterprises, so this also makes H20 graphics card orders full, Reuters in February this year exclusively reported that H20 chip orders have surged, the main driving force from the Chinese startup "DeepSeek" developed by the low-cost AI model triggered by the booming demand. The success of companies such as Deep Quest has stimulated more Chinese tech giants to enter the AI arms race. According to tech outlet The Information last week, big Chinese tech companies, including ByteDance, Alibaba Group and Tencent Holdings, have ordered at least $16 billion worth of H20 server chips from Nvidia in the first three months of this year. This staggering figure highlights that even under the pressure of U.S. export controls, Chinese companies are eager for high-performance AI computing power, and Nvidia's unshakeable dominance in the global AI chip market, although H20 is compared to the banned H100, A100 and other top chips "downgraded", but for training and running large language models and other AI applications, still has considerable computing power. Congressional pressure and geopolitical considerations While the Trump administration has reported a suspension of H20 export restrictions, the voices within the US Congress for stronger controls have not stopped. In late January, Republican Rep. John Moolenaar and Democratic Representative Raja Krishnamoorthi publicly called for stricter restrictions on Nvidia's AI chip exports. They worry that even a reduced-gauge chip like the H20 could still be used by China to boost its military or surveillance capabilities, posing a threat to U.S. national security. This bipartisan concern reflects widespread anxiety in U.S. political circles about China's rapid development in the field of AI. AI is seen as the core driver of the next technological revolution, related to economic competitiveness, military power and even global influence. The United States has continued to tighten exports of advanced technologies to China in recent years, especially in the fields of semiconductors and AI, in an attempt to slow China's catch-up and maintain the leading position of the United States. From the initial restrictions on top-of-the-line A100 and H100 chips, to the later setting of stricter standards for computing performance and interconnect bandwidth, and now to the discussion of H20, it shows that the scope of regulation in the United States has gradually expanded and refined. Can DeepSeek catch up with OpenAI, Gemin, Grok? And these doubts about the United States' strategic consideration of chip export in China, can be said in a sentence "whether DeepSeek can catch up with the mainstream model", the first requirement is the exclusive demand of various enterprises for computing power, now H20 even if it can relax the input into China, does not mean that China will usher in unprecedented computing power growth, behind all this is Nvidia's commitment to leave more GPUs in the United States in exchange, Huang Jenxun is to put the interests of the United States first, while meeting the needs of Chinese customers. Therefore, the overall computing power war is still maintaining inequality, the United States is growing in a way that is greater than China, and we are unlikely to see the possibility of overturning the situation in the short term. But this war still has a lot of uncertainty is that the Chinese AI circle is now using non-Cuda graphics cards for computing, such as using the MI300 provided by AMD for ROCm architecture computing, although the convenience and efficiency are still not comparable to Cuda, but in many open source models such as Ollama has been widely supported by many open source authors, and is gradually improving efficiency, if China and other teams are properly optimized, it may become a factor of uncertainty in the Sino-US AI computing power war. In addition, China also has an overall advantage over the United States in terms of energy prices and talent pool costs, and it remains to be seen whether the United States can continue to maintain the long-term leadership of AI by relying on trade and export restrictions. Extended reading: Lawmakers criticized: Trump family WLFI "adds chaos to crypto legislation", $TRUMP brings the negative impact of cutting leeks Related reports Crypto mom Hester Peirce lists SEC Cryptocurrency Task Force's "Top 10 Priorities", Revealing the New U.S. Regulatory Landscape SEC defines Crypto classification for the first time: BTC is a "digital commodity" Good news" The SEC ruled that meme coins "are not securities", and Trump exonerated himself in advance? Opinion" If the United States becomes a bitcoin mining and AI center, UHV transformers will become Trump's new concept stock "Trump Huang Jenxun "interviewed and laughed"! The United States will suspend the ban on Huida H20 chip to China, deepseek to take off? This article was first published in BlockTempo's "Dynamic Trend - The Most Influential Blockchain News Media".