US considers capping Nvidia H200 sales at 75,000 per Chinese customer

South China Morning PostEN 1 min read 100% complete by BloombergMarch 3, 2026 at 12:45 AM

AI Summary

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US officials are considering limiting Nvidia's H200 AI accelerator chip sales to Chinese companies, potentially capping purchases at 75,000 units per customer. This restriction, also applying to AMD's MI325 chips, aims to control the development of AI models in China. While total shipments to China could still reach a million units, the per-customer limit would significantly impact major tech firms like Alibaba and ByteDance, whose desired quantities exceed the proposed cap. The potential restriction is under consideration by the Trump administration and overseen by the Commerce Department's Bureau of Industry and Security. The move represents a further constraint on Nvidia's access to the crucial Chinese market.

Key Entities & Roles

Key Player Opposition Context

Commerce Department 40% Bureau of Industry and Security 50% ByteDance ×260% Alibaba Group Holding ×260% Advanced Micro Devices (AMD) ×270% Donald Trump ×270% China 80% United States 90% Nvidia ×590%

Keywords

ai accelerators 90% chip export 80% china 80% nvidia 80% h200 chips 70% us 70% export restrictions 60% artificial intelligence 50% amd mi325 50% technology 40%