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Article: US considers capping Nvidia H200 sales at 75,000 per Chinese customer

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6 / 10

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The US government is considering new export restrictions that would cap the number of high-end AI accelerator chips any single Chinese company can purchase from Nvidia. The proposed limit is 75,000 of Nvidia's H200 chips per customer, with similar chips from AMD counting toward the same quota.

Despite these per-customer caps, total industry-wide shipments to China could still reach up to one million units under an earlier regulatory framework. The news of the potential restrictions caused Nvidia's stock price to dip nearly 1% in late trading.

The main topics covered are US export controls on advanced AI chips to China, the specific proposed limits on Nvidia and AMD products, and the market reaction.

Original URL

https://www.scmp.com/tech/big-tech/article/3345195/us-considers-capping-nvidia-h200-sales-75000-chinese-customer?utm_source=rss_feed

Source Feed

Tech - South China Morning Post

Published Date

2026-03-02 23:45

Fetched Date

2026-03-04 14:29

Processed Date

2026-03-04 15:27

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Present

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Raw Extracted Content

US considers capping Nvidia H200 sales at 75,000 per Chinese customer
Shares of Nvidia slipped in late trading on the news, falling almost 1 per cent to a low of US$181
US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company, which would further constrain the chipmaker’s re-entry into a crucial market.
The Trump administration has talked about limiting Chinese firms to buying 75,000 of Nvidia’s H200 chips each, according to people familiar with the matter.
Shipments of Advanced Micro Devices’ MI325 chips, which have similar capabilities, would also count towards a customer’s cap, the people said. These accelerators – a prized commodity in the technology world – are used to develop and run artificial intelligence models.
Total shipments to China could still reach as many as a million units, the people said, citing an upper bound Trump’s team set earlier in the regulatory process.