Sources: Chinese officials told customs agents this week that Nvidia H200s are barred from China and told local tech companies not to buy them unless necessary

Chinese customs authorities told customs agents this week that Nvidia's (NVDA.O) H200 artificial intelligence chips are not permitted …

Reuters 2026-01-14

Discussion

@zephyr_z9 @zephyr_z9 on x
Looks like licensing has been approved Btw does this also means that Chinese GPU designers can use TSMC/Samsung to fab chips with TPP less than 21k and mem bandwidth less than 6,500 GB/s 🤔🤔
@ohlennart Lennart Heim on x
The cap at 50% of US customer volume means: a. H200 sales worldwide were in my books at around 2M (total Hopper at 4M). This caps it at 1M. b. can't do a China specific chip (because it has zero US sales)
@eastland_maggie Maggie Eastland on x
Following Trump's decision last month, BIS has published a rule to clear a path for H200 sales to China. It has some strings attached— a limit on how much Nvidia and AMD can sell to China and required certifications that US supply won't be affected. https://www.bloomberg.com/...
@kakashiii111 @kakashiii111 on x
The Chinese government limiting purchases of H200s to special cases should not surprise anyone who follows the massive Chinese buildout in SEA. The Chinese government is signaling a few things: First, we do not need any favors from the US government; we already have our way to N…
@ohlennart Lennart Heim on x
The rule codifying the H200 deal is out. Notably: -H200 is allowed-chips more powerful are not -Exports only if there's sufficient US supply first -Aggregate exports capped at <50% of US customer volume -KYC for remote access [image]
@samsolid57 Sam Badawi on x
News about $NVDA and $AMD so breaking that the U.S. government is adding 1-2 words to existing headlines to make it look like work is being done. NVIDIA guidance does not include China revenue. NVIDIA can now sell to China. NVIDIA will have higher revenue growth not accounted
@chorzempamartin Martin Chorzempa on x
Seems like some sensible guardrails for many concerns with these exports. I've long been advocating for quantity caps to preserve compute gap. Now let's see if Chinese firms are allowed to buy the whole quota or less
@dnystedt Dan Nystedt on x
Nvidia won formal approval to sell H200 chips to China, with the US announcing regulations allowing the sales, media report. The chips must be tested by a 3rd party before shipping, and Nvidia must certify there are enough H200s in the US to satisfy a rule that China cannot
@awpiitr @awpiitr on bluesky
explain to me again how the US isn't in cahoots with China and all the other members of the dictators club and the Corporate monarchy surveillance state that will swallow Taiwan? [embedded post]
r/politics r on reddit
US Clears Path for Nvidia to Sell H200s to China Via New Rule
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China's customs agents told Nvidia's H200 chips are not permitted
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China's customs agents told Nvidia's H200 chips are not permitted, sources say
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US Clears Path for Nvidia to Sell H200s to China Via New Rule
@atrupar Aaron Rupar on x
Trump on a new execution action he just took: “We're going to be making 25% on the sale of those chips basically. So we're allowing them to do it but the United States is getting 25% of the chips in terms of the dollar value.” [video]
@josephpolitano Joey Politano🏳️‍ on bluesky
Lmao Bloomberg is reporting that this is mostly (possibly only) a “tariff” on the NVIDIA exports to China, they're forcing NVIDIA to import products to the US before reexport just so they could pay the tariff here as a way of getting the 25% cut of exports to China — www.bloomb…
@ohlennart Lennart Heim on x
This is the result of the famous Section 232 investigation. The immediate effect is only the 25% tariff on H200-class chips. But in the future: -90 days of trade negotiations -broader tariffs on semis in phase 2 -Commerce reports by July on the data center chip market
@ohlennart Lennart Heim on x
The 25% revenue sharing order—sorry, tariff—for H200s is out. Remember, the H200 rule requires chips sold to China to transit the US for “testing.” This tariff then applies 25% to chips matching narrow specs that go in and out again because of security risks. [image]

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Sources: Chinese officials told customs agents this week that Nvidia H200s are barred from China and told local tech companies not to buy them unless necessary

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