Do Son Microsoft's China AI business is thriving, with ByteDance spending $1 billion annually on OpenAI models via Azure despite US export bans.
Export Controls
In a major policy reversal, the U.S. will allow NVIDIA to export its H200 AI chips to China—but only with a mandatory 25% fee paid to the U.S. government.
NVIDIA's CFO has stated the company will not pay the U.S. government a 15% revenue share on China sales unless the agreement is formally codified into law.
NVIDIA and AMD have a new deal to sell AI chips in China: they will pay 15% of the revenue to the U.S. government to get export licenses.