"Recent US policy has restricted exports of advanced GPUs to China, on grounds that the Middle Kingdom can use them for military purposes. That ban meant Nvidia could not export its H200 accelerator to China. The company responded by creating the H20, a crippled version of the H200. The Trump administration later banned exports of the H20, to prevent China improving its AI capabilities. Nvidia later said that decision cost it over $10 billion in sales."
"There's also a requirement for any shipments to China to "be no more than 50% of the total product shipped to customers for end use in the United States of that product." AMD and Nvidia will also have to produce a list of remote users located within, or controlled by a parent company from, Belarus, China, Cuba, Iran, Macau, North Korea, Russia, and Venezuela."
US policy initially restricted exports of advanced GPUs to China for national-security reasons, blocking Nvidia's H200. Nvidia released a downgraded H20, which was later banned; Nvidia said that decision cost over $10 billion in sales. The Department of Commerce's Bureau of Industry and Security will allow Nvidia and AMD to apply to export H200 and MI325X GPUs if four criteria are met: sufficient US supply; no diversion of global foundry capacity for US end users; recipient security and know-your-customer checks; and independent US third-party testing of performance. Shipments to China must not exceed 50% of US end-use shipments, applicants must list remote users in specified countries, and BIS will review applications case-by-case.
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