U.S. Says Very Few Nvidia H200 Chips Reached China Under New Licenses
Updated
Updated · CNBC · Jul 14
U.S. Says Very Few Nvidia H200 Chips Reached China Under New Licenses
3 articles · Updated · CNBC · Jul 14
Summary
Jeffery Kessler told Congress that only a very small number of Nvidia H200 AI chips have been shipped to China and Hong Kong under U.S. licenses.
Those comments indicate H200 exports have restarted, but only in limited quantities after licenses were issued earlier this year and some applications were still denied.
Nvidia has excluded China AI-chip revenue from guidance since last year, and CEO Jensen Huang said in May investors should "expect nothing" from Chinese sales.
The H200 is an older Hopper-generation chip, while U.S. customers have moved to faster Blackwell systems, leaving China with restricted access and greater pressure to use domestic alternatives.