Overview
- Nvidia told Chinese clients it is evaluating added H200 capacity after orders exceeded current output, according to reports based on briefed sources.
- Any shipments would require U.S. export licenses for vetted customers and include a proposed 25% cut to the U.S. government, with mechanics still unclear.
- China has not approved H200 imports, and White House AI adviser David Sacks said the country may be rejecting U.S. chips to prioritize semiconductor independence.
- Alibaba and ByteDance have expressed interest in large purchases, and Chinese officials held meetings to consider whether to allow the imports.
- Congressional scrutiny is intensifying, with Sen. Elizabeth Warren calling the policy a security risk and Rep. John Moolenaar requesting a detailed briefing from Commerce.