JUST IN: China eases restrictions on Nvidia’s H200 chips, allowing ByteDance and Tencent to receive 10,000 each as Beijing races to close the AI gap.
Beijing has reportedly approved small batches of H200s for mainland China, even though the chip is at least two generations behind Nvidia’s most powerful processors, which Chinese customers remain barred from buying under U.S. export controls.
The move highlights China’s continued reliance on Nvidia hardware for advanced AI training, even as Beijing pushes to build a domestic alternative.
JUST IN: China eases restrictions on Nvidia’s H200 chips, allowing ByteDance and Tencent to receive 10,000 each as Beijing races to close the AI gap.
Beijing has reportedly approved small batches of H200s for mainland China, even though the chip is at least two generations behind Nvidia’s most powerful processors, which Chinese customers remain barred from buying under U.S. export controls.
The move highlights China’s continued reliance on Nvidia hardware for advanced AI training, even as Beijing pushes to build a domestic alternative.
BAD NEWS FROM US-CHINA SUMMIT
🇺🇸🇨🇳 President Trump said China “chose not to buy” NVIDIA $NVDA H200 chips despite U.S. approval.
China prefers to develop its own semiconductor chips rather than rely on foreign suppliers like NVIDIA.
Scoop: China eases limits on Nvidia H200 chips
* ByteDance & Tencent received ~10K H200s; more to expect shipments of similar size
* Beijing tells cos to keep majority in HK (total H200 stock ~500k) but city lacks capacity to support use
https://t.co/Stp556cWSl