Nvidia suppliers have reportedly paused production after Chinese customs blocked imports of the company’s H200 AI chips, even though the processors were cleared for export by the United States. The move, reported by the Financial Times, has created confusion among manufacturers preparing shipments for Chinese clients.
Officials in China are said to have warned domestic tech firms against buying the chips, without clarifying whether the restriction is temporary or a full ban. The situation is further complicated by a US rule requiring the Taiwan-made chips to pass through US testing facilities, triggering a 25% tariff. Analysts remain divided over whether allowing China access to Nvidia’s powerful AI chips is strategically wise.
