Overview
- The Trump administration approved case-by-case licenses for H200 shipments with third-party testing, a cap limiting China to no more than half of U.S. volumes, and prohibitions on military use.
- Reuters and other reports say Chinese customs have effectively barred H200 entry for now and warned companies not to purchase the chips unless necessary.
- Because U.S. approvals clash with China-side restrictions, the timing of any deliveries and the set of eligible commercial buyers remain unclear.
- At a House Foreign Affairs Committee hearing, lawmakers and former officials from both parties criticized the policy shift and flagged enforcement risks.
- Nvidia rejected reports that it requires full upfront payment from Chinese buyers, saying it does not ask customers to pay before receiving products.