Nvidia’s China Chip Sales Stalled Amid U.S. Licensing Dispute
Nvidia's anticipated $50 billion Chinese market for its H200 chips remains in limbo as U.S. regulators clash over export restrictions. Despite CEO Jensen Huang's December deal with the TRUMP administration, State Department concerns about military applications have frozen licensing approvals.
Production lines stand idle as Chinese clients refuse orders without clarity on final regulations. The commerce department completed its review in January, but interagency disputes now center on whether to impose stricter limits than initially proposed.