Overview
- Reuters reports Chinese regulators now require new state-funded data centers to use domestic AI chips, with projects under 30% completion told to remove installed foreign processors or cancel planned purchases.
- The guidance covers Nvidia’s H20 and higher-end processors such as the B200 and H200, with some projects already paused and decisions for more advanced builds to be made case by case.
- President Donald Trump said the most advanced Blackwell chips will be available only to U.S. users, did not rule out less capable versions for China, and is preparing tighter export limits that could extend beyond China.
- Treasury Secretary Scott Bessent suggested sales of top Nvidia chips to China could be considered after 12–24 months when they are no longer cutting edge, drawing objections from China hawks in Congress.
- Nvidia says its China revenue is effectively zero, even as it plans to deliver more than 260,000 Blackwell chips to South Korea, and China’s push for domestic suppliers like Huawei may boost local sales but risks widening performance gaps.