US allows Nvidia to sell H200 AI chips to China under revised export rules

BBC
BBC
14h ago
The US government approved Nvidia sales of its advanced H200 AI processors to China under conditions on US supply, customer security procedures, and non-military use.
US allows Nvidia to sell H200 AI chips to China under revised export rules
A What happened
The US Department of Commerce said Nvidia can ship H200 AI processors to China if there is sufficient supply of the processors in the US. Chinese customers must show sufficient security procedures and cannot use the chips for military uses. Nvidia said it welcomed the move and said it will benefit manufacturing and jobs in the US. China’s embassy said Beijing opposes the politicisation and weaponisation of tech and trade issues and opposes blocking and restricting China that disrupts industrial and supply chains.
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Key insights

  • 1

    Export approval includes supply and security conditions: The Commerce Department approval allows H200 shipments to China only with sufficient US supply, customer security procedures, and restrictions on military use.

  • 2

    Blackwell chips remain blocked: Nvidia’s Blackwell processor is described as the world’s most advanced AI semiconductor and remains blocked from sale in China.

  • 3

    Proposed US fee could influence tariff negotiations: Counterpoint Research’s Marc Einstein said Trump’s proposal to collect a cut of Nvidia’s China sales could set a precedent for negotiations in other trade tariffs.

Takeaways

Nvidia can sell H200 AI chips to China under revised US export rules, while more advanced Blackwell chips remain barred and the policy includes conditions and a proposed US fee on sales.

Topics

World & Politics Policy & Regulation Trade & Tariffs

Read the full article on BBC

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