US opens case-by-case H200 exports to China
Beijing slow-walks purchases
Partly confirmed
Status
- Claim
Partly confirmed
- Our reporting
- Medium confidence
- Importance
- 3 of 5
- Last verified
- 29 September 2026
Your AI and this story
- GPT-6 AstraIn its training data
- Claude Opus 5.5In its training data
- Gemini 4 HydrogenIn its training data
- Grok 4.7In its training data
It happened before the cutoffs of all four assistants, so it can be in their training data.
Key facts
- Applies to chips under 21,000 TPP and 6,500 GB/s DRAM bandwidth thresholds
- Conditions: no reduction of supply to US customers, buyer export-compliance procedures, independent third-party testing in the US
- Blackwell-class chips remain restricted
- China reportedly found conditions too restrictive; mid-March 2026 approvals for select customers; demand for domestic chips (Huawei Ascend) prioritized
What happened
The policy partially reversed Biden-era export controls, allowing previous-generation Hopper chips to China, but China’s own industrial policy limited uptake.
Why it matters
It shows export controls becoming a bargaining chip, and China doubling down on self-sufficiency (Ascend) even when US chips are available.
Sources
3 sources from 3 sites. Numbers match the chips in the text.
3 sources: 1 primary, 2 press
Primary
Press
- Tom’s Hardware: the Nvidia H200 export sagatomshardware.com, press
- Introl: BIS H200 export policy shiftintrol.com, press
Changes
- Filed