China Allows Selected AI Firms to Buy Nvidia H200 Chips, Capping Approvals Below 200,000 Units on July 8

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According to Bloomberg on July 8, China is allowing selected AI companies including Alibaba, ByteDance, and DeepSeek to purchase limited numbers of Nvidia H200 chips, with total approvals potentially capped below 200,000 units. The move follows a US policy reversal that set conditions for H200 exports to China, including technical review, supply safeguards, and customer security commitments. Beijing had previously scrutinized US-designed AI chip imports amid concerns about impacts on China's domestic chip industry and cybersecurity risks. The H200, Nvidia's most powerful AI chip, is in high demand among Chinese AI developers seeking greater computing power for model training.
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