Nvidia’s sales of H200 AI chips to China are still awaiting final approval from Washington nearly two months after Donald Trump greenlit exports, as the US government conducts a national security review before granting licences to Chinese customers.
Chinese customers are meanwhile not placing H200 chip orders with Nvidia until it becomes clear whether they will be able to secure the licences or what conditions will be attached, people familiar with the discussions told the FT.
In December, chief executive Jensen Huang brokered a breakthrough deal with the US president that raised hopes Nvidia could soon return to a market that Huang has said could be worth $50bn a year.
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