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U.S. Eases Path for Nvidia H200 Sales to China as Beijing Moves to Curb Imports

Beijing's restrictive stance, including reported customs blocks, casts doubt on near-term sales.

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Die USA ermöglichen dem Chip-Entwickler Nvidia nun auch den Export von Hochleistungschips nach China. Das Handelsministerium in Washington stellte am Dienstag die Exportprüfung um, über Ausfuhranträge wird nun von Fall zu Fall entschieden.

Overview

  • Commerce shifted from blanket restrictions to case-by-case licensing for H200 exports, replacing prior bans with a formal review process.
  • New conditions include independent performance testing, a 50% cap relative to U.S. sales, assurances on U.S. supply, and stringent user identification and reexport compliance.
  • Manufacturers must match each chip shipped to China with one delivered to a U.S. end user, with spot security checks required on Taiwan-made units.
  • The newer Blackwell chips remain barred from China, and President Trump has floated a 25% levy on H200 revenues to the U.S. government.
  • Chinese authorities have signaled limited approvals for special cases, and Reuters reported customs were told to block H200 entries, underscoring uncertain demand.