According to @StockMKTNewz, the U.S. Department of Commerce will soon allow exports of NVIDIA’s H200 GPUs to China, with the parts roughly 18 months behind the company’s most advanced offerings, citing Semafor as the report source: @StockMKTNewz; Semafor. The report specifies that the allowance covers powerful but non-flagship GPUs, a detail relevant for positioning around NVDA and broader AI hardware exposure trades: @StockMKTNewz; Semafor. H200-class GPUs are designed for large-scale AI training and inference, compute functions also utilized by decentralized GPU networks in crypto infrastructure, framing headline sensitivity without asserting price impact: NVIDIA; Render Network documentation.