Nvidia H200 Sales May Be Capped Per Chinese Customer: Report

• This cap would include shipments of Advanced Micro Devices Inc.’s (AMD) MI325 chips, which are touted to have similar capabilities, as per the report.
• The majority of current applications are from a small number of Chinese tech giants, the report stated. 
• As per the report, the 75,000 limit represents less than half of what Chinese firms like Alibaba Group Holding Ltd. and ByteDance Ltd. had privately expressed to Nvidia that they’d like to purchase.

The United States is reportedly considering placing upper limits on the number of chips that Nvidia Corp. can sell per Chinese company.

According to a report from Bloomberg, citing people familiar with the matter, the Trump administration is speaking about implementing a limit of 75,000 Nvidia’s H200 chips per Chinese customer.

This cap would include shipments of Advanced Micro Devices Inc.’s (AMD) MI325 chips, which are touted to have similar capabilities, as per the report.

Shares of Nvidia (NVDA) slipped about 0.13% in after-market hours at the time of writing.

Chinese Shipments

Despite the limitations, total shipments to China is still likely to be as high as a million units, as per the report. The people quoted in the report cited an upper range that President Donald Trump’s team had set out earlier in the regulatory process.

The majority of current applications are from a small number of Chinese tech giants, the report stated. Under the per-customer caps, these companies could collectively receive hundreds of thousands of Nvidia H200 chips at most, Bloomberg noted.

As per the report, the 75,000 limit represents less than half of what Chinese firms like Alibaba Group Holding Ltd. and ByteDance Ltd. had privately expressed to Nvidia that they’d like to purchase.

Meanwhile, a Reuters report from last week said that none of Nvidia’s H200 chips had been shipped to any Chinese customers yet. U.S. Commerce Assistant Secretary for Export Enforcement David Peters had reportedly confirmed at a congressional hearing that as per his knowledge, none of the chips had been sold to China.

President Trump had formally permitted the sale of the company’s second-most advanced AI chips to China under certain conditions. However, Nvidia’s most advanced Blackwell chips are still banned from export to the Asian country.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around NVDA shares was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing.

NVDA stock has gained more than 59% in the past year.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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