U.S. Lifts Ban - Nvidia Back in China Market

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2. Nvidia Cleared to Ship AI Chips to China Again

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Nvidia Cleared to Ship AI Chips to China Again

📝 Short Intro
Nvidia has received approval from U.S. authorities to resume exports of its H20 AI chips to China. This follows a shift in policy tied to broader trade negotiations on rare earth minerals.

📌 What You Need to Know

• ✅ U.S. Commerce Department lifted export restrictions on H20 chips

• ✅ Sales were paused in April due to national security concerns

• ✅ Chips will ship soon to major Chinese tech firms like ByteDance and Tencent

• ✅ Nvidia confirms H20 offers slightly lower performance than the H100

• ✅ The policy easing is part of a rare-earth minerals deal between the U.S. and China

• ✅ Nvidia plans a tailored RTX Pro GPU for Chinese markets under new rules

📎 Why This Matters
Resuming H20 chip exports reopens a lucrative market for Nvidia and signals a strategic shift in U.S.–China tech relations, with implications for global AI development and supply chains.

OpenAI Turns ChatGPT Into a Shopping Mall

📝 Short Intro
OpenAI is working on a new feature that will allow users to make purchases directly inside ChatGPT. The system is being developed in partnership with Shopify and aims to simplify shopping experiences.

📌 What You Need to Know

• ✅ Users will be able to buy items without leaving the ChatGPT interface

• ✅ OpenAI plans to take a commission on purchases made through the chatbot

• ✅ The feature is currently being shown to select brands

• ✅ This adds a new monetization stream beyond subscriptions

• ✅ Builds on earlier experiments with shopping recommendations inside ChatGPT

📎 Why This Matters
This move could turn AI chatbots into full-fledged commerce platforms, merging conversation and checkout into a single seamless experience.

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