Overnight developments dropped a bombshell in the chip wars saga. Word on the street: Washington greenlit H200 shipments eastward, but there's a 25% revenue-sharing clause attached. That's not a typo—a quarter of the proceeds.
Here's the twist, though. Even with export approval in hand, Beijing's apparently tightening the screws on its end. Access restrictions are brewing despite the policy shift. Classic geopolitical chess move.
Why does this matter beyond semiconductor supply chains? H200s aren't just powering AI labs—they're backbone infrastructure for compute-heavy operations, including crypto mining rigs and decentralized networks. Any bottleneck here ripples through Web3 ecosystems.
Top brass signals suggest heightened vigilance around trade friction escalation. Markets hate uncertainty, and this back-and-forth creates exactly that. Keep an eye on how hardware availability shifts impact mining costs and validator economics downstream.
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AlphaBrain
· 2025-12-12 09:19
25% share? Is this a joke or is it serious... The chip war game is getting more and more absurd.
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Blockchainiac
· 2025-12-12 07:41
The chip takes a 25% cut? When you calculate this deal, it's still a loss... Beijing is still restricting, both sides are playing tricks.
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GateUser-2fce706c
· 2025-12-09 17:55
The chip war has always been about choking the supply chain, and now with the 25% profit-sharing clause, the truth is out. I said three years ago that whoever controls the computing power high ground will win, and now you see mining costs are about to skyrocket.
Don’t just focus on chip prices; the key is that the validator economy in the Web3 ecosystem is about to change dramatically. This wave of opportunity is for those with vision.
The trend is set. If you're still hesitating about entering the market, get ready to be left behind.
Isn’t this exactly what I said before about the evolution of geopolitical games? The US wants to take a cut, Beijing has to make a move, and in the end, it’s the grassroots miners who suffer. This time, those who understand the game truly have the first-mover advantage.
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GasWaster
· 2025-12-09 17:54
lmao 25% revenue cut is absolutely unhinged... so basically we're paying to ship chips now? that's not policy that's just extortion with extra steps ngl
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RektHunter
· 2025-12-09 17:52
Hmm... 25% cut? Isn't that basically protection money in disguise? The Americans sure have a lot of tricks in their business playbook.
Now miners will have to really think about their costs—days of tight computing power are coming.
With chip supply being choked, all of web3 is trembling—these politicians really know how to play the game.
Let's see how the coin price reacts. This kind of uncertainty is the worst.
Beijing isn't to be underestimated either—one approval, one restriction, it's a double whammy, folks.
Soaring computing costs = shrinking miner profits, validator economics flip overnight, and the nodes will all be crying out.
To put it simply, it's just geopolitics quietly milking web3, and it might be the prelude to another round of retail getting fleeced.
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WalletDoomsDay
· 2025-12-09 17:51
25% profit sharing? How is this deal supposed to work... The US really knows how to play the game—giving the green light on one hand while fleecing people on the other.
Mining costs are going to rise again, miners are really going to be frustrated this time.
Beijing isn't to be underestimated either, now the supply chain is going to be in chaos. Within three days, the crypto community will be in turmoil.
With rising computing costs, small mining farms really have to consider shutting down... This is political strangling.
No matter how they try to restrict us, Web3 will keep running—we'll just have to pay more for electricity, that's all.
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SchrodingerWallet
· 2025-12-09 17:49
25% profit sharing? This isn't doing business, this is just fleecing people... Both sides are playing games, and in the end, it's the miners and validator nodes who end up paying the price because of the chip bottleneck.
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DAOdreamer
· 2025-12-09 17:46
25% profit share? This guy is really dreaming, he wants to take the money and still hold us by the throat, trying to have it both ways.
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FlyingLeek
· 2025-12-09 17:39
25% commission? Isn't this just another way to fleece users? Americans really know how to play the game.
Overnight developments dropped a bombshell in the chip wars saga. Word on the street: Washington greenlit H200 shipments eastward, but there's a 25% revenue-sharing clause attached. That's not a typo—a quarter of the proceeds.
Here's the twist, though. Even with export approval in hand, Beijing's apparently tightening the screws on its end. Access restrictions are brewing despite the policy shift. Classic geopolitical chess move.
Why does this matter beyond semiconductor supply chains? H200s aren't just powering AI labs—they're backbone infrastructure for compute-heavy operations, including crypto mining rigs and decentralized networks. Any bottleneck here ripples through Web3 ecosystems.
Top brass signals suggest heightened vigilance around trade friction escalation. Markets hate uncertainty, and this back-and-forth creates exactly that. Keep an eye on how hardware availability shifts impact mining costs and validator economics downstream.