Nvidia Negotiates H200 Chip Exports to China Amid Regulatory Hurdles
Nvidia faces headwinds as U.S. export controls complicate AI chip sales to Chinese tech giants. The Trump administration demands stringent Know-Your-Customer protocols for ByteDance’s proposed H200 purchases—a condition Nvidia resists, fearing competitive displacement by non-U.S. suppliers.
Shares slid 1.4% to $177.74, testing support at the 200-day moving average. Market sentiment reflects uncertainty: China’s provisional approvals for Tencent and Alibaba clash with Commerce Department requirements for third-party chip testing and military-use safeguards.
‘You either control the stack or lose the market,’ remarked a semiconductor analyst, underscoring Nvidia’s dilemma. The company’s reluctance to accept unilateral terms signals broader tensions in tech decoupling.
