Sources: the US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than 50% of what some want; AMD's MI325 would also count toward the cap
Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap
Sources: China approved its first batch of Nvidia H200 imports, covering 400K+ chips for ByteDance, Alibaba, and Tencent, during Jensen Huang's visit to China
China has approved its first batch of Nvidia's H200 artificial intelligence chips for import, two people familiar with the matter told Reuters …
Sources: China is drafting Nvidia H200 purchase rules, limiting how many chips local companies can buy and requiring them to justify the need, instead of a ban
Nikkei Asia:
President Trump signs an order to impose a 25% tariff on chips “transshipped through the US to other foreign countries”, as part of the Nvidia H200 export deal
The US imposed a 25% tariff on imports of certain semiconductors, a key step in an agreement blessed by President Donald …
Trump signs an order to impose a 25% tariff on chips “transshipped through the United States to other foreign countries”, as part of the Nvidia H200 deal
www.bloomberg.com/news/article...
Filing: the US greenlights Nvidia H200 exports to China; the chips will be tested by a 3rd-party lab to confirm their AI capabilities before they can be shipped
The Trump administration on Tuesday gave the greenlight to exports to China of Nvidia's (NVDA.O) second most powerful AI chips …
Sources: China has told some tech companies that it would only approve Nvidia H200 chip purchases under special circumstances, such as for university research
The Chinese government this week told some tech companies it would only approve their purchases of Nvidia's H200 AI chips under …
Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025
Company betting on Beijing's approval following Trump admin's ease on AI export controls Anusuya Lahiri / Benzinga : China's AI Appetite Pushes Nvidia Into A Supply Crunch Yurii Shtokaliuk / AIN : Chi...
US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening
Executive Summary — On December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence …