… The investigation reportedly centers on AI server systems produced by Super Micro Computer that were allegedly equipped with NVIDIA accelerators covered by international export restrictions. …
… While restrictions may have been justified initially, he suggested that such policies need continuous reassessment in response to evolving market conditions. …
… What makes the situation unusual is that the reported restriction appears to originate from China rather than from new US export controls. NVIDIA developed the RTX 5090 D v2 specifically for the Chinese market following earlier restrictions surrounding advanced GPUs and AI hardware exports. …
… Export Restrictions Ease
… Now, in an amendment to the National Defense Authorization Act of 2026 , lawmakers have proposed a new "Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025" GAIN AI Act , which explicitly restricts the likes of NVIDIA and AMD from selling their AI chips and GPUs to U… …
… Maybe it made sense at the time, but I think the policy really needs to be dynamic and needs to stay with the times." Article continues below Earlier this year, tech research firm Bernstein estimated that Nvidia’s share of China’s AI GPU market could fall from 66% in 2024 to roughly 8% in the comin… …
Systems Washington reportedly moves to tighten leash on AI chip exports Draft rules could force Nvidia and AMD to seek government approval before selling abroad The Trump administration is reportedly planning new restrictions on GPU exports, aimed not only at controlling who gets them, but at drivi… …
… The most powerful Nvidia AI processors available to Chinese firms at the moment are H200 chips, which Trump approved for export to China in a surprise move in late 2025. But despite that, Beijing refuses to give its AI companies the green light to purchase these GPUs. …
… China has condemned U.S. chip restrictions as an “abuse” of export controls. …
… NVIDIA CEO Jensen Huang, who previously warned the US government that its export restrictions are making his company lose its hold on China, recently flew to Beijing with President Donald Trump to attend a summit with Chinese President Xi Jinping. …