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LONDON — Sales of Nvidia’s H200 AI chips to China remain on hold nearly two months after U.S. President Donald Trump approved their export, pending a U.S. national security review, the Financial Times reported, citing informed sources.
The report noted that Chinese customers are refraining from placing orders until clarity emerges on licensing approval and conditions. Reuters could not independently verify the report, and neither Nvidia nor the U.S. State Department had commented outside official working hours.
In January, the U.S. Commerce Department eased restrictions on H200 chip exports to China but required license applications to be reviewed by the State, Defense, and Energy Departments. The Financial Times said the Commerce Department completed its analysis, but the State Department is advocating stricter limits to prevent potential misuse that could threaten U.S. national security.
Nvidia CEO Jensen Huang last week expressed hope China would allow sales of the H200 chip, noting the licensing process is in its final stages. Last month, Reuters reported China approved import of the first batch of H200 chips, reflecting Beijing’s effort to balance AI needs with domestic development goals.