The 15% fee thing would allow NVIDIA H20s, and maybe in the future B30As, to be sold to China, but while these are very useful chips, they are not the best chips. The H20 is especially good for inference but unless and until the B30A becomes available, there is no good legally exportable NVIDIA chip for training workloads. So there is still plenty of smuggling, as there was last year when the H20 was legally exportable without any fee.
The 15% fee thing would allow NVIDIA H20s, and maybe in the future B30As, to be sold to China, but while these are very useful chips, they are not the best chips. The H20 is especially good for inference but unless and until the B30A becomes available, there is no good legally exportable NVIDIA chip for training workloads. So there is still plenty of smuggling, as there was last year when the H20 was legally exportable without any fee.