NVIDIA ($NVDA) has received U.S. approval for roughly 10 Chinese firms to purchase its H200 AI chips, including Alibaba, Tencent, ByteDance, and JD.com, but no deliveries have been completed as Chinese officials slow approvals tied to domestic semiconductor policy and security concerns. Nvidia CEO Jensen Huang is currently traveling with President Donald Trump in Beijing as the administration negotiates AI chip exports, trade, and technology policy with China.
- Approved Chinese customers can reportedly purchase up to 75,000 H200 chips each under U.S. licensing terms.
- Lenovo confirmed it was approved to distribute Nvidia H200 chips in China.
- Chinese firms reportedly paused purchases after pressure from Beijing to prioritize domestic AI chip development, including Huawei alternatives.
- The Trump administration negotiated a structure where the U.S. would receive 25% of revenue tied to H200 sales.
- Nvidia has spent more than $12 million on federal lobbying disclosures tied to AI, semiconductor exports, export controls, China trade policy, the Chip Security Act, and AI regulation, according to federal lobbying data.
Relevant Companies
- NVIDIA ($NVDA) - China AI chip approvals remain critical to Nvidia’s long-term data center growth.
- Alibaba ($BABA) - Approved to purchase Nvidia H200 chips for AI infrastructure expansion.
Editor’s Note: This is a developing story. This article may be updated as more details become available.
This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.
/AI%20(artificial%20intelligence)/AI%20microchip%20by%20DesignKingBD360%20via%20Shutterstock.jpg)
/The%20Cerebras%20logo%20displayed%20on%20a%20smartphone%20screen%20by%20Rafael%20Henrique%20via%20Shutterstock.jpeg)
/A%20Palantir%20office%20building%20in%20Tokyo_%20Image%20by%20Hiroshi-Mori-Stock%20via%20Shutterstock_.jpg)