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Jeffrey Kessler
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- Compute & infrastructure 2
- Government & policy 2
First Nvidia H200 shipments reach China
ByteDance and Tencent each received about 10,000 chips, roughly 13% of the ceiling their US licences allowed, with Beijing reportedly requiring most of the rest to stay in Hong Kong.
Compute & infrastructure · Government & policy
US Commerce Department codifies H200-to-China export rule
Exports were capped at half of each company's cumulative US chip sales and subject to a 25% fee, a level analysts estimated could allow roughly 850,000 H200-equivalent chips into China.
Compute & infrastructure · Government & policy