Trump Approved Nvidia Chip Sales to China. Why Is Beijing Reluctant?
特朗普批准英伟达向中国销售芯片,北京为何不愿接受?
Trump approved Nvidia H200 sales to China six months ago, but Beijing has not allowed any company to buy even one chip and is steering firms toward domestic alternatives from Huawei and Cambricon.
Why it matters: HKR-H/K/R all pass: six months of zero H200 purchases after approval, plus Beijing steering firms toward Huawei and Cambricon. This is strong chip-policy signal, but not a model launch or major product release, so it sits in 78–84.