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(Image credit: Nvidia) Share Share by: Copy link Facebook X Whatsapp Reddit Flipboard Share this article 0 Join the conversation Follow us Add us as a preferred source on Google The U.S. Department of Commerce has unveiled new export rules for shipments of advanced AI and HPC processors designed in America to China and Macau. However, while the new rules permit limited exports of specific accelerators — most notably AMD's Instinct MI325X, Nvidia's H200, and comparable lower-performance products — on a case-by-case basis, licenses are granted only if the products are readily available in the U.S. and if shipments to the People's Republic remain capped relative to U.S. volumes, which effectively rules out China-only SKUs.
When it comes to specifications, approved devices must feature a total processing performance (TPP) score below 21,000 points and total DRAM bandwidth under 6,500 GB/s, which means relaxation of performance-tied export rules. However, the key constraint is now U.S. supply priority: exporters must prove that domestic demand is fully met, that no U.S. orders are delayed, that advanced-node foundry capacity serving U.S. customers is not diverted, and that aggregate PRC-bound shipments do not exceed 50% of the same product shipped into the United States.
The U.S. DoC names AMD's Instinct MI325X and Nvidia's H200 GPUs as models of accelerators that may qualify. The MI325X delivers 1,300 TFLOPS of FP16 performance, which translates to a TPP score of 20,800, and pairs 256 GB of HBM3E memory with 6 TB/s of bandwidth. Nvidia’s H200 offers 989.5 TFLOPS of FP16 throughput, which converts to a TPP score of 15,832, alongside 141 GB of HBM and 4.8 TB/s of bandwidth. Both processors fall below the stated thresholds and are therefore eligible for shipments to China, provided a license is approved. Products that exceed the limits, or include re-exports that involve D:5 countries remains subject to denial.
Analyzing Washington's new AI accelerator export rules
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/u-s-posts-official-h200-and-mi325x-ai-gpu-export-rules-to-china-but-with-plenty-of-caveats-a-string-of-requirments-greatly-limits-the-total-number-of-gpus-that-can-be-shipped-to-china#main
- https://www.tomshardware.com
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