The US government has approved the sale of NVIDIA's Hopper H200 GPU to around 10 Chinese companies. Each firm can purchase up to 75,000 units, for a total of 750,000 GPUs. However, not a single unit has been shipped so far.
Approved buyers include Alibaba and Tencent
The H200 is NVIDIA's second-most powerful AI chip. The approval marks a potential reversal of fortune for NVIDIA in China, where its market share dropped from 95% to 0% due to trade bans. NVIDIA has confirmed that its Blackwell and Rubin GPUs will not be sold to China.
No shipments have been made yet, leaving the deal in limbo. NVIDIA CEO Jensen Huang is reportedly seeking a breakthrough in China this week.
The approved companies are said to include Alibaba, Tencent, ByteDance, JD, Lenovo, and Foxconn, though the full list of 10 firms has not been confirmed. According to Reuters, the situation remains uncertain as deliveries have not begun.
Discussion
0 comments
Log in to join the thread with a thoughtful take, question, or correction.