Tech industry
Chips, AI models, devices and the companies that make them: product roadmaps, supply chains, leadership changes and the regulation that shapes them.
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Most recently updated firstOct14
US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Washington first required licenses for Nvidia’s A100 and H100 exports to China in August 2022, then broadened the restrictions in 2022 and 2023, closing the thresholds that had allowed Nvidia’s China-specific A800 and H800. Nvidia responded with the H20, but the United States subjected that chip to licensing in April 2025, prompting a US$4.5 billion charge and lost sales; later licenses did not restore meaningful H20 sales.
Oct09
How Nvidia Came to Own AI Compute: From CUDA to the H100 Shortage
Nvidia’s AI-computing position began with CUDA in 2006, which made GPUs programmable for general-purpose parallel computing. AlexNet’s 2012 ImageNet result showed that a deep neural network could be trained effectively with GPUs, and Nvidia later built Tensor Cores and data-center products such as the V100 and A100 around AI workloads.
