None of the ten cleared Chinese firms publicly confirmed an H200 order by 31 July; US officials described shipments as “very few” and “trivial” (CNBC, 14 Jul; SCMP, 15 Jul 2026).
Order counts resolve on named-company confirmations reported by at least two of Reuters, Bloomberg, CNBC or the Financial Times.
We looked at each round of US limits on Nvidia's chip sales to China since 2019. The same cycle kept coming back. Washington set limits, Nvidia made a chip that fit them or won a licence, and then one of the two governments shut the door. Of the three China versions since 2022, only one sold for about a year. What has changed is which government shuts the door.