H100 export licensing restrictions began on August 26, 2022, under the Biden administration. The CCP tried to promote their own chips, but later regressed and

H100 export licensing restrictions began on August 26, 2022, under the Biden administration. The CCP tried to promote their own chips, but later regressed and started allowing ByteDance, Alibaba, and Tencent to purchase more than 400,000 H200s. And they are trying to acquire millions. Thus, export restrictions accelerated Chinese substitution, but also made that substitution slower, costlier, less scalable, and technically inferior to unrestricted Nvidia access. > According to Jensen Huang, Ascend 950 performs about the same as H100 Source?