technology · 3 outlets · 3 linked reports
Nvidia's China Chip Sales Stay in Limbo Despite US Green Light
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Summary
- After Washington banned AI-chip exports to China in April 2025 and reversed course that July, Nvidia won approval to resume H20 sales — and in December was cleared to ship the more advanced H200, with the US taking a 25% cut.
- Yet by 2026 Nvidia said it had generated no revenue from the approved H200 chips and couldn't be sure China would even allow imports.
- China, once about a fifth of Nvidia's data-center revenue, is pushing homegrown chips for self-sufficiency.
The question
The US should keep advanced AI chips out of China regardless of the revenue.
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