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Nvidia Negotiates H200 Chip Exports to China Amid Regulatory Hurdles

Nvidia Negotiates H200 Chip Exports to China Amid Regulatory Hurdles

Published:
2026-02-05 11:58:02
20
2
BTCCSquare news:

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.

|Square

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