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Nvidia Steps Back Into China Market With First H200 Chip Sales

Source: Bloomberg

Artificial IntelligenceSanctions & Export ControlsTechnology & InnovationGeopolitics & War

Nvidia reported it sold only a small number of H200 AI chips to customers in China, and shipments fell short of the total permitted under US export rules. The company’s China supply remains constrained despite the policy being allowed with President Donald Trump’s blessing, signaling ongoing demand/earnings risk from regulatory limits.

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