US Allows Nvidia And AMD GPU Exports

The US Department of Commerce’s Bureau of Industry and Security on Tuesday said it will permit Nvidia and AMD to apply to export H200 and MI325X GPUs to China if four conditions are met: adequate US supply, no diversion of foundry capacity, recipient security/KYC checks, and independent US third-party testing. Shipments must be no more than 50% of US domestic volumes, aiming to protect US AI leadership.
Scoring Rationale
High because official BIS policy sets concrete export conditions; limited by being policy details rather than technical breakthrough.
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