US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough: Reuters
Around 10 Chinese firms were approved to buy H200 chips, but Beijing’s scrutiny and U.S. conditions have left no deliveries completed.
- On Thursday, May 14, 2026, the US Commerce Department cleared around 10 Chinese firms to purchase Nvidia H200 AI chips, with CEO Jensen Huang joining President Donald Trump in Beijing for the announcement.
- Before US export curbs tightened, Nvidia commanded about 95% of China's advanced chip market, though Beijing now fears imports could undermine a strategic push to develop homegrown artificial intelligence technology.
- Although cleared for purchase, not a single delivery has occurred as Chinese firms pulled back following guidance from Beijing, while Trump negotiated a structure requiring the US to receive 25% of the revenue from these chip sales.
- US rules issued in January require buyers to demonstrate "sufficient security procedures" to prevent military use, and Commerce Secretary Howard Lutnick noted that Beijing prioritizes investment in their own domestic industry.
- Tech rivalry continues to snarl trade, leaving the world's most valuable chipmaker caught between conflicting national priorities; analysts expect the summit to act as a tactical catalyst for Chinese equities.
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Why Nvidia Stock Just Dropped
Key PointsYesterday it sounded like China would buy H200 AI chips from Nvidia.Today it sounds like they actually won't.10 stocks we like better than Nvidia › Easy come, easy go. Shares of AI superstar Nvidia (NASDAQ: NVDA) stock touched a new all-time high on Thursday after reports from the Trump-Xi summit in China confirmed the U.S. will permit Nvidia to sell H200 artificial intelligence chips to as many as 10 Chinese companies.Will AI create t…
US clears Nvidia’s H200 for China, but Beijing can still say no
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may not be enough to revive the company's high-end China business.
US clears chip sales to 10 China firms as Nvidia eyes breakthrough
The United States has cleared around 10 Chinese firms to buy Nvidia Corp's second-most powerful artificial intelligence (AI) chip, the H200, but not a single delivery has been made so far, three people familiar with the matter say, leaving a major technology deal in limbo as chief executive officer Jensen Huang seeks a breakthrough in China this week.
NVIDIA Wins. America Loses
The post NVIDIA Wins. America Loses appeared first on 24/7 Wall St.. Quick Read The AI chip approvals hand Beijing the one input it cannot manufacture at scale: leading-edge compute that powers frontier models. NVIDIA shareholders pocket the windfall while American workers and the national security establishment absorb the cost of eroding the U.S. AI technology lead. NVIDIA’s May 20 earnings guidance and whether H200 shipments to China actua…
Trump chip deal with China 'a complete own goal': security expert
Following the White House approval of a plan that will allow Chinese tech firms access to powerful U.S.-made microchips, one security expert is pointing out how the agreement will hinder American computing efforts while empowering China’s. With the freshly granted approval of the U.S. Commerce Department, Nvidia can now sell its second-most powerful chip, the H200, to 10 of China’s top tech firms. This reverses a course set under the Biden Admin…
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