Overview
- Financial Times reported that Chinese authorities are considering limiting domestic firms’ use of Nvidia’s H200 even if the United States allows sales.
- Prospective applicants to purchase the H200 would need to explain to regulators why Chinese-made semiconductors cannot serve as substitutes.
- The reported approach seeks to advance China’s drive for chip self-sufficiency by controlling inflows that could weaken incentives for local development.
- President Donald Trump has indicated the U.S. may permit H200 exports to China, marking a shift from tighter controls on some advanced AI chips.
- Nvidia’s newer Blackwell chips remain barred from export to China under U.S. rules, and separate reporting says startup DeepSeek is developing AI models using Blackwell.