Reuters today exclusively revealed the list and quotas for H200 chip transactions in China. About 10 Chinese companies have been approved to purchase, with confirmed buyers including Alibaba, Tencent, ByteDance, and JD.com; Lenovo and Foxconn have been approved as distributors. According to the licenses issued by the US, each customer can buy up to 75,000 units.
But so far, not a single chip has shipped. China refuses to accept the Trump administration's mandatory requirement that chips transit through the US to extract a 25% fee, citing concerns that this could introduce hardware tampering security risks, effectively freezing corporate procurement. To break the impasse, NVIDIA CEO Jensen Huang temporarily accepted an invitation from Trump to...