Nvidia restarts making AI chips for China amid US export rules

Nvidia has restarted manufacturing its H200 artificial intelligence chips to fulfill orders from China. This comes after the company had previously halted shipments to comply with U.S. government export restrictions on advanced technology.

Three people were charged in the U.S. over an alleged plot to smuggle Nvidia chips from the U.S. to China. Separately, some U.S. senators have called for a suspension of Nvidia's AI chip exports to China, arguing the current rules are not strong enough.

At the same time, Nvidia is reportedly developing new, less powerful chips specifically for the Chinese market to comply with the export rules. The company is also building a large new business unit focused on selling AI computing services, which could rival its core chip business in size.