- The US government had recently approved the export of Nvidia's H200 chips to China under new conditions, including volume limits and third-party technical review.
- Despite the US approval, Chinese customs authorities reportedly told agents that the H200 chips were not permitted to enter the country, creating a complex trade barrier.
- The US-approved sales were capped, allowing China to receive no more than 50% of the total H200 chips sold to American customers, and required certification against military use.
- Suppliers for the H200 chips have reportedly paused production amid the mounting confusion and the Chinese import restriction.
- The initial expectation was for Nvidia to receive over one million orders from Chinese clients, with suppliers preparing for shipments as early as March.
Nvidia H200 AI chip sales to China stalled by US security review and Chinese customs block
Feb 4, 2026, 3:28:40 AM UTC(20 hours ago)
Impact: High
Affected Assets
Sources
From:@DeItaone
$NVDA - NVIDIA AI CHIP SALES TO CHINA STALLED BY US SECURITY REVIEW- FT
CHINESE CUSTOMERS ARE MEANWHILE NOT PLACING H200 CHIP ORDERS WITH NVIDIA - FT
