US may cap H200 AI chip exports to 75,000 per Chinese firm

The Trump administration is considering limiting Nvidia's H200 chip exports to 75,000 units per Chinese firm, with AMD's MI325 chips included in the same cap. Chinese customers would have to choose how many of each model to take.

That 75,000 figure is half of what Alibaba and ByteDance previously told Nvidia they wanted to purchase.

Ties between the two countries remain complicated: in November China was in talks to ban foreign-made chips from state-funded data centers, yet Beijing approved the sale of Nvidia AI GPUs to DeepSeek at the end of January, and Trump approved H200 sales to China in December.

Nvidia's AI-driven growth has made it the world's most valuable company, and it reported $193.7 billion in annual data center revenue in its earnings call. With that momentum the company will seek to place as many AI chips as possible, even as US export and tariff policy has shifted frequently and the back-and-forth looks likely to continue.

China

nvidia, h200, amd, mi325, china, ai chips, export cap, alibaba, bytedance, deepseek