Overview
- Parts makers for Nvidia’s H200 have paused production after customs blocked the chips from entering China, the Financial Times reported, with Reuters noting it could not immediately verify the halt.
- Chinese customs instructed agents this week to stop H200 entries, and officials told domestic tech firms not to buy the processors unless strictly necessary, according to Reuters.
- China is drafting rules to restrict but not ban acquisitions of H200s by local firms, pointing to a quota-style system that would permit limited purchases, Nikkei Asia reported.
- The U.S. approved conditional H200 sales to China that include third‑party testing, limits tied to volumes sold domestically, and a 25% revenue charge to the government, according to multiple reports.
- Tight supplies of high‑bandwidth memory may constrain export licenses, a U.S. lawmaker warned, even as Nvidia says it can fulfill approved orders; Chinese demand reportedly exceeds 2 million units versus about 700,000 in stock at year‑end.