US considers capping Nvidia H200 sales at 75,000 per Chinese customer
Shares of Nvidia slipped in late trading on the news, falling almost 1 per cent to a low of US$181
US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company, which would further constrain the chipmaker’s re-entry into a crucial market.
The Trump administration has talked about limiting Chinese firms to buying 75,000 of Nvidia’s H200 chips each, according to people familiar with the matter.
Shipments of Advanced Micro Devices’ MI325 chips, which have similar capabilities, would also count towards a customer’s cap, the people said. These accelerators – a prized commodity in the technology world – are used to develop and run artificial intelligence models.
Total shipments to China could still reach as many as a million units, the people said, citing an upper bound Trump’s team set earlier in the regulatory process.