… Nvidia created the H200 as a China-specific chip after US sanctions hit its products. The chip was designed to comply with US export control laws, but Beijing limited domestic companies from buying it anyway. …
… Separately, the Bureau of Industry and Security shifted H200 and MI325X export reviews for China from presumptive denial to case-by-case approval, capped near 50 per cent of prior US sales, a partial reopening that still left buyers like ByteDance, Alibaba and Tencent able to secure only a fraction… …