Overview
- Chinese customs instructed agents to stop Nvidia H200 shipments from entering the country, according to Reuters, halting newly approved deliveries.
- Parts suppliers for the H200 have paused output after the border block, with some fearing stranded, non‑repurposable inventory, the Financial Times reported.
- Nvidia had lined up more than 1 million H200 orders from Chinese clients with initial deliveries targeted as early as March, leaving schedules in limbo.
- U.S. approval for H200 sales carries conditions including third‑party testing, volume limits tied to U.S. customer deliveries, and a reported 25% government charge.
- Beijing is drafting rules to cap advanced chip imports and has warned domestic firms to avoid H200 purchases unless necessary, while tight HBM supplies and new U.S. certification rules could further constrain usable export licenses.