Nvidia H200 Shipments to China Delayed Over Approval, Terms Disagreements

US Commerce Secretary Howard Lutnick stated on April 22 that Nvidia has not sold its H200 AI chips to Chinese customers, citing lack of Beijing approval and China’s prioritization of investment in domestic suppliers, according to Reuters.

The Trump administration cleared some China-bound H200 sales in January, subject to conditions. However, shipments have been delayed by disagreements over sales terms in both the United States and China.

Regulatory Framework and Trade Terms

Under the Trump administration’s policy, Nvidia’s H200 AI chips destined for China must first pass through the U.S. for testing, where a 25% tariff applies. The policy has drawn legal objections regarding whether the president has authority to charge for export licenses.

Potential Policy Expansion

Lutnick also said the US could still revive the affiliates rule, which would limit shipments of advanced US technology to thousands of Chinese companies. He added that the measure is tied to a broader trade agreement with China.

China’s Domestic Prioritization

In China, authorities stopped H200 shipments at customs and instructed Chinese tech companies to pause purchases. The pause appears tied to policy discussions rather than shipping logistics, as the government develops rules to cap how many advanced foreign AI chips Chinese companies can purchase.

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Comment
0/400
PerpNightwatchvip
· 04-23 15:51
If there are truly no shipments, the sentiment around domestic GPUs and AI server chains in A-shares/Hong Kong stocks might rise again.
View OriginalReply0
QuantumLittleTomatovip
· 04-23 09:59
It seems like a warning to the market: the uncertainty of sales to China still remains, don't expect the volume to increase.
View OriginalReply0
GateUser-0b71fc11vip
· 04-23 05:38
Geopolitics treats high-end chips as bargaining chips, and what often results in the end are alternative routes and two sets of standard systems.
View OriginalReply0
NeonUmbrellavip
· 04-23 04:16
Nvidia's "not sold" could also mean transferred through third parties, appearing clean on the books, but you know how the actual market works.
View OriginalReply0
Cancafervip
· 04-23 03:51
Hello, good day friends, I wish everyone abundant gains 🥰
View OriginalReply0
PeriyannanRvip
· 04-23 03:28
Ape In 🚀
Reply0
PeriyannanRvip
· 04-23 03:28
Ape In 🚀
Reply0
RugcheckRoommatevip
· 04-23 02:57
H200 cannot be accessed, cloud providers / large model training costs continue to rise, and computing power prices are expected to remain tight.
View OriginalReply0
SymbolsInTheReflectionvip
· 04-23 02:07
In the short term, Nvidia is more convenient; in the long term, China will accelerate its own research and development to replace it.
View OriginalReply0
MechanicalHummingbirdGlassvip
· 04-23 01:58
H200 wasn't sold to Chinese customers? Then the domestic manufacturers' window period has come again.
View OriginalReply0
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