US chip exports14 May
US cleared Nvidia's H200 for China. Earlier China chips lasted a year or less.
The US cleared ten Chinese firms to buy Nvidia's H200 chip in May. Seven weeks on, not one chip has shipped, and the block now comes from China.
1 of 3Only one round of China-compliant Nvidia chips lasted more than a year. One government or the other closed the window.
Do Nvidia or the US confirm H200 delivery to mainland China by 7 Aug 2026?
History2 of 3Hunch22%