The US just approved a major move—NVIDIA’s H200 chips can now be exported, but with a 25% tariff. Don’t underestimate the impact of this on the blockchain space.

What is the H200? It’s a high-performance AI chip, a powerhouse of computing. Mining, node operations, on-chain computation—all rely on this kind of hardware. If the supply chain for high-end chips loosens up, projects focused on AI mining and computing power leasing could see a wave of hardware upgrades. Especially for AI+blockchain projects with real-world applications, there’s suddenly much more room for technological iteration.

How should retail investors look at this?
Stay calm. First, keep a close eye on tokens that truly have computing power infrastructure, not just those riding on hype. Second, don’t rush to chase gains in the short term—the market will need time to digest this kind of policy news, and volatility is inevitable. Third, look at the long-term picture: improvements in computing power usually drive ecosystem value growth. If you’re holding assets with strong technical fundamentals, holding is often better than frequent switching.

This is indeed a positive news catalyst, but don’t let emotions lead you. Focus on project fundamentals and operate steadily—that’s the right approach.