Beijing reportedly limiting H200 purchases to those with ‘special circumstances’
White House U-turn on Nvidia H200 AI accelerator exports down to Huawei's powerful new Ascend chips, report claims
In the end, it decided to limit H200 purchases to “special circumstances,” suggesting that only university R&D laboratories could acquire them. The U.S. has also put stringent requirements on export licenses for the H200 , making it difficult for organizations to get the numbers they need. Still, Nvidia CEO Jensen Huang is clinging to hope that Chinese companies would soon be allowed purchase from the company again. He even visited the country in late January , without a clear meeting with state authorities. Unfortunately, he returned empty-handed, confirming that Beijing has yet to decide on approvals for H200 imports. Now Trump is scheduled to travel to China in March, where he’s expected to discuss trade issues with Chinese President Xi Jinping, but it’s uncertain if this will include discussions about Nvidia’s access to the country.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-still-hasnt-sold-a-single-h200-to-china-nearly-three-months-after-getting-the-green-light-from-the-white-house-u-s-commerce-official-says-department-hasnt-approved-any-sales-during-a-house-hearing#main
- https://www.tomshardware.com
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