China Declines Nvidia H200 Chips Despite US Clearance, Trump Says
Trump said China has not approved Nvidia H200 purchases, leaving roughly $3.5 billion to $4 billion in annual revenue at stake, analysts estimate.
- On Friday, President Donald Trump said Beijing refused to approve Nvidia H200 purchases following his two-day summit, claiming China "chose not to" authorize the imports because "they want to develop their own" alternatives.
- Commerce Secretary Howard Lutnick confirmed last month that Beijing has blocked imports to steer investment toward domestic firms like Huawei, despite a January framework requiring inspection and a 25% Treasury fee.
- Analysts estimate Nvidia faces a $3.5 billion to $4 billion annual revenue loss, as no shipments have occurred despite the Commerce Department clearing roughly 10 Chinese firms to buy H200s.
- Trade Representative Jamieson Greer said Friday that allowing H200 shipments remains a "sovereign decision" for China, while foreign ministry spokesman Guo Jiakun reiterated China advocates for open AI development.
- After discussing AI "guardrails" with Chinese leader Jinping, Trump suggested "something could happen" regarding future sales, with Nvidia CEO Jensen Huang remaining central to expectations for licensing updates.
18 Articles
18 Articles
China Hasn’t Bought Nvidia’s H200 Chips, Trump Says
President Trump said China has yet to buy Nvidia’s H200 chips, despite the U.S. clearing the way for the purchases. Expectations of a breakthrough had been building after Nvidia Chief Executive Jensen Huang joined a delegation of high-profile CEOs to Beijing. But Trump told reporters on Air Force One that China hasn’t bought the H200 chips “because they chose not to. They want to try and develop their own.” Chip stocks slid after the two-day sum
Trump says he discussed AI guardrails with Xi
President Trump said Friday he discussed “working together” on artificial intelligence guardrails with Chinese President Xi Jinping as policymakers in Washington debate how to manage the risks of the emerging technology. “We talked about possibly working together for guardrails” on AI, Trump told reporters on Air Force One following his talks with Xi in China.…
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