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US Approves 10 Chinese Companies to Purchase H200 Chips: Including Alibaba and Tencent, Each Limited to 75,000 Units
On May 14, Reuters exclusively revealed the specific list and quotas for the H200 chip transactions in China. Currently, about 10 Chinese companies have been authorized to purchase, with confirmed buyers including Alibaba, Tencent, ByteDance, and JD.com; Lenovo and Foxconn have been approved as distributors. According to the permits issued by the US, each customer can purchase a maximum of 75,000 units. However, none of these chips have been shipped yet. The Chinese side does not accept the Trump administration’s requirement for chips to transit through the US to extract a 25% fee, expressing concerns that this could pose security risks due to potential tampering with the hardware, which directly halted the companies’ procurement. To break the deadlock, Nvidia CEO Jensen Huang unexpectedly accepted Trump’s invitation and joined the originally uninvited White House delegation to China, attempting to resolve this issue face-to-face during high-level meetings this week.