US Commerce Secretary Howard Lutnick says Nvidia has yet to sell H200 chips to Chinese companies and that the Chinese government has not approved such purchases (Alexandra Alper/Reuters)
THE SO WHAT
H200s stuck in export and domestic approval limbo show that top-tier AI compute is now a dual-control asset — Washington and Beijing both gate it. If your AI roadmap assumes Chinese demand for specific Nvidia SKUs, you’re planning on political variables, not just supply chain ones.
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