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the decoder · May 14, 2026

US approves Nvidia H200 sales to ten Chinese firms including ByteDance

the us granted export licenses allowing ten chinese firms including alibaba and tencent to purchase up to 75,000 nvidia h200 chips each, though beijing is blocking shipments to support its domestic industry.

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the us cleared roughly ten chinese firms, including alibaba, tencent, and bytedance, to purchase nvidia's h200 ai chips, with individual caps set at 75,000 units per company. lenovo and foxconn received approval as distribution partners, yet commerce secretary howard lutnick confirmed that no chips have shipped. beijing is actively blocking these purchases, citing the need to protect its domestic chip industry and reduce reliance on us technology amidst trade tensions. the move underscores china's strategic priority to develop domestic semiconductor capabilities despite performance lags compared to us hardware.

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