China blocks Nvidia H200 imports despite US approval
beijing is preventing chinese firms from importing us-approved nvidia h200 chips, forcing a shift to huawei hardware as domestic policy prioritizes local supply chains over foreign ai accelerators.
a structural contradiction between us export rules and chinese industrial policy has halted h200 shipments despite approval from the trump administration. us licences mandate chips operate in china, but beijing orders companies to limit foreign hardware to overseas operations to boost domestic suppliers like huawei. Nvidia revenue from china has collapsed from over 20% to roughly 5%, and the company forecasts zero sales there for the current quarter. concurrent supply-chain reviews and directives are effectively handing the chinese ai market to huawei, with deepseek v4 proving domestic chips can handle frontier model training.