Overview
- Commerce’s Bureau of Industry and Security shifted to case‑by‑case licensing for H200 exports after previously defaulting to denials.
- Conditions include adequate U.S. supply, third‑party review before shipment, a prohibition on military end use, and a cap limiting China’s imports to no more than 50% of U.S. customer volumes.
- The authorization applies only to Nvidia’s 2024 H200, excluding newer Blackwell and Rubin chips from export approval.
- Nvidia called the policy a thoughtful balance for approved commercial buyers, while Democratic senators warned it could bolster China’s military, cyber capabilities, and industry.
- Chinese officials indicated H200 purchases would be limited as local firms adopt domestic chips such as those made by Huawei, and reports conflict on U.S. revenue‑sharing terms, citing a prior 15% figure and a separate 25% claim.