🖥 China Set to Curb Nvidia H200 Access Despite Trump's Export Approval

Beijing is preparing measures to restrict domestic access to Nvidia's H200 AI chips even after the U.S. signalled it would allow conditional exports. Chinese regulators are reportedly weighing an approval process that would force potential buyers to justify why local alternatives are insufficient. This move could limit who actually gets the chips inside China.

President Trump announced that the U.S. will permit Nvidia to ship H200s to "approved customers" and said Washington would take a 25% cut of sales. Still, analysts warn Beijing's planned curbs could blunt the impact of that decision—and echo an earlier disruption that cost Nvidia about $5.5bn this year when exports were restricted.

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