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3h ago

U.S. Authorizes Limited Nvidia H200 Exports to China as 25% Tariff Targets Advanced Chips

Washington tightens oversight through independent testing, buyer security procedures and a cap on China’s share of units.

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Overview

  • Commerce shifted from a presumption of denial to case‑by‑case license reviews and set conditions including a ban on military use and Nvidia certification of adequate U.S. supply.
  • Each H200 unit bound for China must be verified by an independent lab, with shipments routed through the United States for testing before export.
  • China is limited to receiving no more than 50% of the number of H200 units sold to U.S. customers under the new rules.
  • The White House imposed a 25% tariff on certain high‑performance chips, including Nvidia’s H200 and AMD’s MI325X, with exemptions for imports for U.S. data centers, startups, certain consumer and industrial uses, and the public sector.
  • Nvidia said it is not requiring full advance payment from Chinese customers, while Chinese authorities have signaled purchases will be approved only in special cases and Nvidia’s newer Blackwell chips remain barred.