US Approves Nvidia H200 Sales to China's Top Tech Companies
The US Commerce Department has reportedly approved the sale of Nvidia's H200 AI chips to 10 Chinese companies. The sale includes several high-profile firms, such as Alibaba and Tencent. China had agreed to import hundreds of thousands of the chips in January.
The US Commerce Department has given the green light for the sale of Nvidia's second-best H200 processors to China. The list of approved companies includes tech giants Alibaba and Tencent, as well as other well-known Chinese firms .
This approval marks a notable shift in US-China tech relations. In December 2025, the US government had restricted Nvidia's sales of the H200 chips, citing concerns over their potential use in military applications. China had agreed to import a large volume of the chips in January, with Reuters reporting an estimated 700,000 units.
The development suggests that Nvidia has made progress in securing necessary approvals from the US. However, the actual deliveries of the chips have reportedly yet to be made. Meanwhile, other reports indicate that Chinese companies are diversifying away from US-made AI chips, instead focusing on domestic alternatives .
While the US approval appears to signal a breakthrough for Nvidia, analysts caution that the relationship between the US and China remains complex, with significant regulatory hurdles still in place.
Related Stocks
Powered by SentiSense - Intelligent Market Analysis