Multiple reports say China is beginning to allow selected AI companies to buy limited quantities of Nvidia’s H200 AI chips after a period of tight controls. Bloomberg and The Information report that Beijing plans to let “top” AI firms purchase constrained allocations of the H200, suggesting a gradual easing of restrictions on some US-supplied advanced AI hardware. Other outlets note that US approval for H200 exports occurred late last year, with the US Commerce Department approving purchases by around a limited group of Chinese firms.
At the same time, US officials indicate that the actual flow of chips into China remains minimal. CNBC and another US statement reported by regional outlets say very few H200 units have been shipped since approvals restarted, characterizing deliveries as “trivial.” Separately, TechNode reports Nvidia is redesigning certain AI chip samples to meet US export-compliance requirements, and that Nvidia CEO Jensen Huang conveyed these changes to major Chinese clients during a mid-April visit to Beijing.
Overall, sources agree the approvals exist and shipments have restarted, but quantities entering China are still described as small and subject to further compliance and regulatory steps.
