Latest policy shift: High-end GPU exports to China just got the green light, though not without conditions. Nvidia's H200 chips can now head to the market, but there's a 25% surcharge attached to the deal. This move reshapes the semiconductor landscape for data center and AI applications. For the crypto mining sector, it's a mixed signal—greater chip availability could ease supply bottlenecks, yet the tariff structure may influence hardware costs and operational efficiency across the industry.