"Washington has approved Alibaba, Tencent, ByteDance, JD.com, and six others to buy Nvidia's H200, with each licence good for up to 75,000 units. Beijing has told its tech sector to wait, and Jensen Huang has now been added to Trump's Beijing trip to try to break the deadlock. The US has cleared roughly 10 Chinese companies to buy Nvidia's H200, the company's second-most powerful AI accelerator, but not a single chip has been delivered, according to three people briefed on the licences and first reported by Reuters on 14 May."
"The approvals from the US Commerce Department cover Alibaba, Tencent, ByteDance, and JD.com, alongside a handful of distributors, including Lenovo and Foxconn. Each cleared customer is permitted to buy up to 75,000 H200s under the licence terms. On paper, that is one of the largest single-tranche openings to China since the Biden administration first tightened controls on high-end AI silicon in late 2023. In practice, nothing has moved."
"Chinese buyers have held back after Beijing told domestic technology firms to pause H200 orders earlier this year, with the State Council pushing a parallel supply-chain security review aimed at reducing dependence on US chips. Order books exist, but the deliveries do not. That is the context for the trip Jensen Huang did not originally expect to be on."
"NVIDIA's chief executive was left off the White House delegation to Beijing earlier this week, a decision read inside Washington as an effort to keep China hawks in the Republican caucus from picking a fight over NVIDIA's market access. President Donald Trump reversed course on Tuesday, called Huang directly, and picked him up in Alaska as Air Force One refuelled en route to the Xi Jinping summit, according to Huang now lands in Beijing alongside Trump, Tim Cook, and Elon Musk, with two specific things to ask for: a green light from Beijing for the H200 deliveries already cleared in Washington, and a reciprocal easing on Chinese export curbs aimed at rare"
Washington approved Alibaba, Tencent, ByteDance, JD.com, and additional distributors to purchase Nvidia H200 accelerators, with each licence permitting up to 75,000 units. The approvals cover roughly 10 Chinese companies and represent a large opening on paper after US controls tightened in late 2023. Despite the clearances, no H200 units have been delivered. Chinese buyers have held back after Beijing instructed domestic technology firms to pause H200 orders and initiated a supply-chain security review to reduce dependence on US chips. Jensen Huang was added to Trump’s Beijing trip to seek Beijing approval for already cleared deliveries and to pursue reciprocal easing of Chinese export curbs.
#us-china-ai-chip-controls #nvidia-h200 #export-licensing #beijing-supply-chain-security-review #tech-sector-procurement-pause
Read at TNW | Nvidia
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