Nvidia H200 Update

U.S. Commerce Secretary Howard Lutnick told lawmakers on April 22 that Nvidia has sold zero H200 AI chips to Chinese buyers as of that day. (money.usnews.com) Lutnick made the comment during testimony before congressional lawmakers, saying "We have not sold them chips as of yet" when asked about China-bound H200 shipments. (money.usnews.com) The Department of Commerce’s Bureau of Industry and Security issued a revised licensing rule on Jan. 13, 2026 that allows H200 exports to approved Chinese customers under specific conditions. (bis.gov) Lutnick told the committee the Chinese central government has not approved those purchases and is prioritizing investment in its own domestic semiconductor industry. (scmp.com) Washington lawmakers warned the January approval raised national‑security concerns, with "China hawks" saying access to H200‑class chips could strengthen Beijing’s AI capabilities linked to military uses. (money.usnews.com) Nvidia’s H200 is a data‑center GPU with 141 GB of HBM3e memory and roughly 4.8 TB/s of memory bandwidth, built to accelerate large language models and high‑scale AI training and inference. (nvidia.com) Reports earlier this year said Chinese technology companies had placed orders for more than 2 million H200 units for 2026 while Nvidia’s reported inventory stood near 700,000 units. (money.usnews.com) For now, U.S. officials say the tally of H200s sold to China is zero and any future shipments will depend on Beijing’s approvals and the outcome of U.S. export‑licensing reviews. (money.usnews.com)