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ZTE’s subsidiary approved to purchase H200, China’s buyer list continues to expand
According to Beating monitoring by Insight, Reuters reviewed documents and cited sources saying that ZTE Kangxun Telecom, a subsidiary of ZTE, has been approved by the United States to purchase Nvidia H200. Server vendor Maginfra has also received the same approval. Another company under Kingsoft has been approved to purchase some comparable AMD chips. These three firms had not been disclosed previously.
In May this year, the United States approved around 10 Chinese companies—including Alibaba, Tencent, ByteDance, and JD.com—to purchase H200. Approval does not necessarily mean immediate delivery. Some Chinese cloud service providers have recently told partners that they may receive H200 soon. This indicates that progress has been made in China’s import review.