Overview
- The policy permits H200 sales to approved Chinese customers while keeping Nvidia’s newer Blackwell and Rubin chips off-limits, with a similar framework planned for AMD and Intel.
- Reporting from officials indicates the U.S. share would be collected as an import tax when Taiwan-made chips route through the United States for Bureau of Industry and Security review before re-export.
- China previously discouraged purchases of Nvidia’s downgraded H20, and the Financial Times reports regulators are considering an approval process that could restrict H200 access.
- Nvidia welcomed the decision as a balance between competitiveness and security, while bipartisan lawmakers warned the move could aid Chinese military and cyber capabilities and signaled potential legislative responses.
- U.S. prosecutors said they disrupted a China-linked smuggling network moving more than $160 million in restricted Nvidia chips, underscoring enforcement and leakage risks even as new rules are crafted.