H200 sales to China stall amid US curbs and Beijing's own restrictions

Despite US export licenses, Nvidia's H200 is not being sold in China—blocked by Beijing rather than Washington. Analysts note Chinese firms still eagerly seek the chips via smuggling and third-country cloud access, while the Chinese government imposes strict restrictions to shield domestic players like Huawei.

2026-11-15 ~ 2026-11-16 · 2 related posts

• Chinese Firms Smuggle Nvidia Chips While Beijing Bans Them — Hawk Consensus — theteknosaur · 2026-11-15
• China, not the US, is blocking H200 sales; analyst calls chip policy decade's biggest self-own — firstadopter · 2026-11-16