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According to @Reuters, the U.S. has approved 10 Chinese companies to purchase $NVDA H200 chips.
The U.S. Department of Commerce has officially approved the sale of the H200 chip (Nvidia’s second most powerful AI chip) to ten Chinese companies, including Alibaba $BABA , Tencent, ByteDance, and JD, as well as authorized distributors such as Lenovo and Foxconn. Each of these customers has the right to purchase up to 75,000 chips.
Not a single shipment has been made so far—why?
- On the U.S. side, the January rules required the Chinese buyer to prove it has “adequate security procedures” and assurances that the chips will not be used for military purposes, and this has complicated purchasing operations.
- On the Chinese side, the Chinese government officially instructed its companies to wait and not buy, fearing there are hidden security vulnerabilities in the chips.
China also doesn’t want the technological independence project to be delayed through local @Huawei chips, especially since @deepseek_ai and other Chinese companies have started relying on the local alternative.