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Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: Report

Nvidia has yet to accept US export conditions including Know-Your-Customer rules, delaying orders from ByteDance and other Chinese firms amid national security concerns.

  • On February 05, 2026, the US government told reporters that it is willing to allow ByteDance to buy Nvidia's H200 AI chips, but Nvidia has not accepted the proposed licence conditions including a drafted Know-Your-Customer requirement.
  • The Commerce Department routed license reviews to the US departments of State, Defense and Energy, requiring Know-Your-Customer certification, remote-user lists for countries of concern, and third-party lab testing.
  • Reuters reported last month that China had approved its first batch of Nvidia's H200 chips, while Chinese customers including ByteDance, Tencent and Alibaba delay orders until licence terms are clear.
  • Commercial practicality will determine if American industry can make sales or if the market shifts to foreign alternatives, while one source suggested some H200 AI chips could arrive by April.
  • The US‑China tech competition sees Nvidia and Chinese AI firms, including ByteDance, caught in the crossfire as the US State Department pushes for tougher export restrictions following the Commerce Department's analysis.
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Asia One broke the news in Singapore on Wednesday, February 4, 2026.
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