China Directs Tech Firms to Suspend Nvidia H200 AI Chip Orders
Chinese authorities have instructed domestic technology companies to halt purchases of Nvidia's H200 AI chips, according to sources familiar with the matter. The directive comes as Beijing evaluates whether to permit access to high-performance U.S. semiconductors and under what conditions.
The MOVE follows Nvidia's December authorization by the U.S. government to resume chip sales in China. While CEO Jensen Huang recently noted strong Chinese demand for the H200 at CES, the suspension raises questions about near-term revenue impacts. Market observers suggest Beijing aims to prevent stockpiling ahead of potential import restrictions.