According to reports, the US plans to restrict the export volume of Nvidia H200, with a single Chinese company limited to purchasing 75,000 units.

格隆汇 March 3｜Bloomberg, citing sources, reported that U.S. officials are considering limiting the number of Nvidia AI accelerators exported to individual Chinese companies. They have discussed setting a cap of 75,000 Nvidia H200 chips per Chinese enterprise, and shipments of AMD’s MI325 chips, which have similar functions, would also count toward the customer’s quota. These types of chips are highly sought after in the tech industry, mainly used for developing and running AI models. According to sources, the total shipments to China could still reach 1 million units, which is the upper limit previously set by the Trump administration during regulatory processes. However, most applications are currently concentrated among a few major Chinese tech giants. If the proposed per-customer purchase cap is implemented, these companies combined would only be able to obtain several hundred thousand chips at most. The 75,000-unit cap per customer is less than half of the purchase intentions some large tech firms have privately expressed to Nvidia. Nvidia stated last week that it still has no revenue from Chinese data centers, and even if U.S. authorities approve exports, it is unclear whether China will allow imports. So far, Washington has only approved a limited number of H200 chip exports.