Nvidia AI chip sales to China stalled by U.S. security review, FT reports

Nvidia’sH200AIchipsalestoChinaremain in limbo nearly two months after U.S. President Donald Trump approved exports, pending a U.S. nationalsecurityreview, the Financial Times reported on Tuesday, citing people familiar with the discussions.

Chinese customers are, meanwhile, not placing H200chiporders withNvidiauntil it becomes clear whether they will be able to secure the licenses or what conditions will be attached, the report said.

Reuters could not immediately verify the report.Nvidiaand the U.S. State Department did not immediately respond to a Reuters request for comment outside regular business hours.

In January, the Commerce Department eased export curbs on the H200 forChina, but required license applications to bereviewed by the U.S. departments of State, Defense and Energy.

According to theFT, the Commerce Department has completed its analysis but the State Department was pushing for tougher restrictions to make it harder forChinatouse the H200chips in ways that would undermine U.S. nationalsecurity.

NvidiaCEO Jensen Huang said last week hehopesChinawill allow the U.S. technology giant to sell its powerful H200 artificial intelligencechipin the country and that the licence is being finalized.

Reuters reported last month thatChinahadapprovedits first batch ofNvidia’s H200 artificial intelligencechips for import, marking a shiftin position asChinaseeks to balance itsAIneeds against spurring domestic development.