Overview
- Reuters reports that DeepSeek received conditional approval to buy H200 chips, with final conditions being set by China’s National Development and Reform Commission.
- ByteDance, Alibaba and Tencent were earlier approved to purchase more than 400,000 H200 units in total, though the terms have not yet been converted into purchase orders.
- Nvidia CEO Jensen Huang said the company has not received formal notifications or orders and believes Chinese authorities are still finalizing licenses.
- The U.S. recently approved limited H200 exports to China with restrictions that prohibit sales to entities assisting the Chinese military.
- House China committee chair John Moolenaar alleged Nvidia personnel helped DeepSeek achieve training efficiency gains later linked to PLA use, a claim Nvidia rejects.