Overview
- Inventec’s president said the decision on H200 sales “appears to be stuck on the China side,” as the company awaits direction to build servers for clients in Shanghai.
- Chinese customs officials have told agents the H200 is not permitted to enter, with no clarity on whether this is a temporary measure or a formal ban.
- Key suppliers in China have paused some H200-related production, including PCB work, to avoid inventory build-up after the customs guidance, the Financial Times reported.
- The move has intensified security criticism, with Anthropic CEO Dario Amodei comparing such sales to “selling nuclear weapons to North Korea” and former U.S. official Matt Pottinger calling for tighter guardrails.
- Nvidia shares edged lower in premarket trading as investors weighed potential shipment delays despite strong interest from Chinese tech firms.