US national security review delays Nvidia AI chip exports to China

A US national security review is currently stalling Nvidia H200 AI chip sales to China. Chinese firms are delaying orders until export license terms are clear.

Insights:
Sales of the H200 AI chip produced by NVIDIA Corporation to China CNCN have reached a standstill as a United States USUS national security review remains pending. This regulatory hurdle has prompted customers in China CNCN to withhold new orders until the specific licensing conditions are clarified, effectively delaying shipment schedules and order fulfillment.
The Nvidia logo and the Chinese flag are seen in this illustration taken August 27, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
The Nvidia logo and the Chinese flag are seen in this illustration taken August 27, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
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