The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China

The tariff makes H200s 25% more expensive for China-bound exports, which sounds like a win until you realize it props up Nvidia prices globally. Chip shortage playbook: restrict supply, everyone pays more.

China will switch to domestic chips or AMD faster, which means less vendor lock-in, not less AI. The tech spreads.

For us building AI products: expect infrastructure costs to stay inflated. Nvidia knows they're the only game in town for serious training. Don't expect that to change.