NVIDIA's AI Chip Sales Stalemate with China, Trump Administration's "Customer Review" Conditions Become Key Obstacle
According to Reuters, NVIDIA is negotiating with the U.S. government on the licensing terms for exporting its H200 AI chips to Chinese companies. The negotiation has been stalled due to the lack of agreement on the U.S. government's "customer review" security conditions.
It was reported that the Trump administration indicated about two weeks ago that it would approve a license allowing a Chinese company to purchase NVIDIA's H200 chips.
However, the transaction has not yet proceeded because NVIDIA has not fully agreed to the comprehensive regulatory conditions proposed by the U.S. regarding how the chips will be used after delivery.
The key point of contention lies in the "Know Your Customer" clause drafted by the U.S. side. Although the license had already received a signal of approval about two weeks ago, NVIDIA is still negotiating the scope and practicality of these safeguards.
NVIDIA stated that the company is acting as an intermediary between the U.S. government and potential Chinese customers, and emphasized that the company will not unilaterally accept or reject the licensing terms. The company acknowledges the importance of customer reviews but warns that if U.S. companies are to remain competitive globally, the relevant conditions must be commercially feasible. Company executives have warned that overly restrictive regulations could accelerate customers turning to non-U.S. chip suppliers.
The report said that NVIDIA is also applying for licenses to export similar AI chips to multiple Chinese enterprises. Sources said that once "national security concerns" are resolved, the U.S. government is expected to allow limited exports of NVIDIA and AMD's AI chips to China after high-level political approval.
Original article: toutiao.com/article/1856253030975488/
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