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  "slug": "nvidia-china-export-controls",
  "title": "US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200",
  "url": "https://whatledto.com/events/nvidia-china-export-controls",
  "markdown": "https://whatledto.com/events/nvidia-china-export-controls.md",
  "feed": "https://whatledto.com/events/nvidia-china-export-controls/feed.xml",
  "vertical": "tech-industry",
  "topic": "Tech industry",
  "status": "live",
  "tags": [
    {
      "slug": "export-controls",
      "name": "Export controls",
      "url": "https://whatledto.com/tags/export-controls"
    },
    {
      "slug": "nvidia",
      "name": "Nvidia",
      "url": "https://whatledto.com/tags/nvidia"
    },
    {
      "slug": "us-china",
      "name": "US-China",
      "url": "https://whatledto.com/tags/us-china"
    }
  ],
  "created_at": "2026-09-02T11:37:54.644939+00:00",
  "updated_at": "2026-09-09T06:05:36.425153+00:00",
  "last_researched_at": "2026-09-07T00:54:22.074945+00:00",
  "tldr": "The United States first imposed an immediate license requirement on Nvidia’s A100 and H100 exports to China in August 2022, then converted and broadened the restrictions through BIS rules in October 2022 and October 2023. Nvidia responded with China-specific A800, H800 and then H20 products, but the H20 also became subject to licensing in April 2025, leading to a $4.5 billion charge and lost sales. Washington later allowed limited H20 and H200 exports under licenses and revenue-sharing arrangements, while Chinese authorities raised H20 security concerns, discouraged or restricted Nvidia purchases, and advanced an antitrust case. By August 2026, Nvidia said Beijing had restricted even licensed H200 sales, it had shipped only a fraction of permitted units, taken a $0.4 billion H200 charge, and excluded China data-center compute revenue from its outlook; the central question is whether U.S. approvals can translate into meaningful sales while China’s own restrictions remain in place.",
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  },
  "entities": [
    {
      "name": "AMD",
      "kind": "company",
      "role": "Its MI308 and MI325X chips were covered alongside Nvidia products in the U.S. revenue-sharing and H200-class licensing actions."
    },
    {
      "name": "Alibaba",
      "kind": "company",
      "role": "One of the Chinese companies reportedly ordered not to buy Nvidia’s RTX Pro 6000D."
    },
    {
      "name": "Alibaba and ByteDance",
      "kind": "company",
      "role": "Chinese companies reportedly instructed by the CAC not to order Nvidia’s RTX Pro 6000D."
    },
    {
      "name": "ByteDance",
      "kind": "company",
      "role": "One of the Chinese companies reportedly ordered not to buy Nvidia’s RTX Pro 6000D."
    },
    {
      "name": "DeepSeek",
      "kind": "company",
      "role": "Reported prospective buyer and operator of the planned data-centre deployment."
    },
    {
      "name": "Foxconn",
      "kind": "company",
      "role": "Company reported to have been approved as an H200 distributor."
    },
    {
      "name": "Huawei",
      "kind": "company",
      "role": "Its Ascend parts were named in Commerce guidance on the risks of using Chinese advanced computing chips."
    },
    {
      "name": "Huawei Technologies",
      "kind": "company",
      "role": "Maker of the accelerators discussed in the report."
    },
    {
      "name": "JD.com",
      "kind": "company",
      "role": "Chinese company named in the Reuters report as an approved H200 buyer."
    },
    {
      "name": "Lenovo",
      "kind": "company",
      "role": "Company reported to have been approved to sell H200 chips in China."
    },
    {
      "name": "Mellanox",
      "kind": "company",
      "role": "The company Nvidia acquired; conditions attached to China’s approval of that deal are part of SAMR’s antitrust case."
    },
    {
      "name": "Nvidia",
      "kind": "company",
      "role": "The chip supplier whose China data-center GPU sales have repeatedly been restricted by both U.S. export controls and Chinese actions."
    },
    {
      "name": "Tencent",
      "kind": "company",
      "role": "Chinese company named in reports concerning approved H200 purchases and reported receipts."
    },
    {
      "name": "Financial Times",
      "kind": "other",
      "role": "Publication attributed as the source of the H200 shipment report that Reuters said it could not verify."
    },
    {
      "name": "Donald Trump",
      "kind": "person",
      "role": "President whose administration announced in December 2025 that approved Chinese customers could buy H200 chips under a revenue-sharing arrangement."
    },
    {
      "name": "Donald Trump / Trump administration",
      "kind": "person",
      "role": "Approved conditional H20 and H200 sales to China, including arrangements directing a share of revenue to the U.S. government."
    },
    {
      "name": "Jeffrey Kessler",
      "kind": "person",
      "role": "BIS under secretary who told Congress that very few H200 chips had shipped."
    },
    {
      "name": "Jensen Huang",
      "kind": "person",
      "role": "Nvidia’s chief executive, who sought U.S. license approvals and said in March 2026 that Nvidia was restarting H200 production for licensed Chinese customers."
    },
    {
      "name": "A100 and H100",
      "kind": "product",
      "role": "Nvidia’s advanced data-center GPUs initially placed under a U.S. China license requirement in August 2022."
    },
    {
      "name": "A800 and H800",
      "kind": "product",
      "role": "China-specific Nvidia GPUs designed around the earlier rules but brought within controls by the October 2023 revisions."
    },
    {
      "name": "AMD MI308 and MI325X",
      "kind": "product",
      "role": "AMD accelerators covered alongside Nvidia products in reported China licensing conditions and the January 2026 BIS review policy."
    },
    {
      "name": "H20",
      "kind": "product",
      "role": "Nvidia’s China-specific Hopper GPU, which was licensed in April 2025, later received limited approvals, and faced Chinese security and procurement pressure."
    },
    {
      "name": "H200",
      "kind": "product",
      "role": "A higher-end Nvidia Hopper GPU that the U.S. moved to case-by-case China license review in January 2026; licensed sales were later constrained by China."
    },
    {
      "name": "MI308 and MI325X",
      "kind": "product",
      "role": "AMD accelerators covered respectively by the reported China revenue-sharing arrangement and BIS’s January 2026 case-by-case review policy."
    },
    {
      "name": "Nvidia A100 and H100",
      "kind": "product",
      "role": "The original Nvidia data-center GPUs made subject to a China export-license requirement in August 2022."
    },
    {
      "name": "Nvidia A800 and H800",
      "kind": "product",
      "role": "China-specific Nvidia parts that were designed around earlier rules but were brought within controls by the October 2023 update."
    },
    {
      "name": "Nvidia H20",
      "kind": "product",
      "role": "China-specific Nvidia GPU that became subject to an indefinite U.S. license requirement in April 2025 and was later eligible for certain licenses."
    },
    {
      "name": "Nvidia H200",
      "kind": "product",
      "role": "Nvidia GPU subject to January 2026 case-by-case China license review; Chinese restrictions later curtailed licensed sales."
    },
    {
      "name": "Nvidia RTX Pro 6000D",
      "kind": "product",
      "role": "China-specific Blackwell GPU that Chinese authorities reportedly told major customers not to order."
    },
    {
      "name": "RTX Pro 6000D",
      "kind": "product",
      "role": "A China-specific Nvidia Blackwell GPU that Chinese authorities reportedly told Alibaba, ByteDance and others not to order."
    },
    {
      "name": "Bureau of Industry and Security",
      "kind": "regulator",
      "role": "Commerce bureau that issued the 2022 and 2023 controls and set the January 2026 case-by-case review policy for H200-class exports to China."
    },
    {
      "name": "Chinese government",
      "kind": "regulator",
      "role": "Chinese authorities have discouraged or restricted purchases of Nvidia chips and limited sales of licensed H200 units."
    },
    {
      "name": "Chinese government authorities",
      "kind": "regulator",
      "role": "Have discouraged, restricted or investigated Nvidia’s China sales despite U.S. export approvals."
    },
    {
      "name": "Chinese regulators",
      "kind": "regulator",
      "role": "Authorities reported to have given direction about where H200 hardware should be used."
    },
    {
      "name": "Cyberspace Administration of China",
      "kind": "regulator",
      "role": "Chinese internet regulator that questioned Nvidia over alleged H20 backdoor risks and reportedly ordered companies not to buy RTX Pro 6000D chips."
    },
    {
      "name": "Cyberspace Administration of China (CAC)",
      "kind": "regulator",
      "role": "Questioned Nvidia over alleged H20 backdoor risks and reportedly ordered major Chinese firms not to buy the RTX Pro 6000D."
    },
    {
      "name": "State Administration for Market Regulation",
      "kind": "regulator",
      "role": "Chinese antitrust regulator that opened and later escalated an investigation into Nvidia over alleged competition-law and Mellanox-approval violations."
    },
    {
      "name": "State Administration for Market Regulation (SAMR)",
      "kind": "regulator",
      "role": "Opened and then escalated an antitrust investigation concerning Nvidia and conditions on its Mellanox acquisition."
    },
    {
      "name": "U.S. Department of Commerce",
      "kind": "regulator",
      "role": "Department responsible for the export-control actions and later licensing decisions affecting Nvidia and AMD chips."
    },
    {
      "name": "U.S. Department of Commerce / Bureau of Industry and Security (BIS)",
      "kind": "regulator",
      "role": "Sets and administers the export-license rules for advanced Nvidia and AMD chips going to China."
    },
    {
      "name": "U.S. government",
      "kind": "regulator",
      "role": "Authority that granted Nvidia licenses for H20 and H200 shipments."
    }
  ],
  "nodes": [
    {
      "id": 42,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n42",
      "date": "2022-08-26",
      "date_precision": "day",
      "title": "US imposes a license requirement on Nvidia A100 and H100 exports to China",
      "summary": "Nvidia disclosed that the U.S. government had imposed, effective immediately, a license requirement for\nexports of its A100 and forthcoming H100 chips to China, including Hong Kong, and Russia, along with\nsystems containing them and any future chip at A100-level performance. Nvidia said it did not sell to\nRussia and that the rule could affect H100 development and A100 support.",
      "type": "regulatory",
      "entities": [
        "Nvidia",
        "U.S. government"
      ],
      "published_at": "2026-09-02T11:37:54.648587+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581022000146/nvda-20220826.htm",
          "outlet": "Nvidia Form 8-K",
          "published": "2022-08-31",
          "quote": "On August 26, 2022, the U.S. government, or USG, informed NVIDIA Corporation, or the Company, that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits."
        }
      ]
    },
    {
      "id": 43,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n43",
      "date": "2022-10-07",
      "date_precision": "day",
      "title": "BIS publishes the October 2022 rules on advanced computing chips and chipmaking tools for China",
      "summary": "The Bureau of Industry and Security issued a package of export controls restricting advanced computing\nchips, supercomputer and semiconductor end uses, and chipmaking equipment for China. The advanced\ncomputing and supercomputer controls took effect on October 21, 2022, turning the company-specific\nAugust letter into a general rule.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security"
      ],
      "published_at": "2026-09-02T11:37:54.648723+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.bis.gov/press-release/commerce-implements-new-export-controls-advanced-computing-semiconductor-manufacturing-items-peoples",
          "outlet": "Bureau of Industry and Security",
          "published": "2022-10-07",
          "quote": "The Department of Commerce's Bureau of Industry and Security (BIS) is implementing a series of targeted updates to its export controls as part of BIS's ongoing efforts to protect U.S. national security and foreign policy interests."
        }
      ]
    },
    {
      "id": 44,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n44",
      "date": "2023-10-17",
      "date_precision": "day",
      "title": "BIS tightens the chip rules, dropping the interconnect-bandwidth test that A800 and H800 were built around",
      "summary": "BIS released updated rules on advanced computing chips and chipmaking equipment. Among the changes it\nremoved interconnect bandwidth as a parameter for identifying restricted chips, which brought Nvidia's\nChina-specific A800 and H800 within the controls, and extended license requirements to more countries.\nNvidia's same-day filing listed A100, A800, H100, H800, L40, L40S and RTX 4090 as covered.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security",
        "Nvidia"
      ],
      "published_at": "2026-09-02T11:37:54.648791+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.bis.gov/press-release/commerce-strengthens-restrictions-advanced-computing-semiconductors-semiconductor-manufacturing-equipment",
          "outlet": "Bureau of Industry and Security",
          "published": "2023-10-17",
          "quote": "Based on public comments, recent technological developments, and analysis of the prior rule's national security impact, the AC/S IFR removes 'interconnect bandwidth' as a parameter for identifying restricted chips."
        }
      ]
    },
    {
      "id": 45,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n45",
      "date": "2023-10-23",
      "date_precision": "day",
      "title": "US makes the new licensing requirements effective immediately for Nvidia's data center parts",
      "summary": "Nvidia disclosed that the government had told it the October 2023 licensing requirements for products\nwith a total processing performance of 4800 or more, designed for data centers, were effective\nimmediately rather than after the planned 30-day period, affecting A100, A800, H100, H800 and L40S\nshipments.",
      "type": "regulatory",
      "entities": [
        "Nvidia",
        "U.S. government"
      ],
      "published_at": "2026-09-02T11:37:54.648839+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581023000221/nvda-20231023.htm",
          "outlet": "Nvidia Form 8-K",
          "published": "2023-10-24",
          "quote": "These licensing requirements were originally to be effective after a 30-day period, as first described in the Company's Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission on October 17, 2023."
        }
      ]
    },
    {
      "id": 46,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n46",
      "date": "2023-11-09",
      "date_precision": "day",
      "title": "Reports say Nvidia is preparing H20, L20 and L2 chips that fit under the new China limits",
      "summary": "The Register, citing Chinese outlet Chinastarmarket and supply chain sources, reported that Nvidia was\nworking on three GPUs for China, the H20, L20 and L2, engineered to stay below the performance thresholds\nin the October 2023 rules, with an announcement possible as early as November 16.",
      "type": "report",
      "entities": [
        "Nvidia",
        "H20"
      ],
      "published_at": "2026-09-02T11:37:54.649068+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.theregister.com/2023/11/09/nvidia_china_gpu/",
          "outlet": "The Register",
          "published": "2023-11-09",
          "quote": "According to Chinastarmarket, which cites supply chain sources, the GPUs include the H20, L20, and L2, and could be announced as early as November 16"
        }
      ]
    },
    {
      "id": 60,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n60",
      "date": "2024-12-09",
      "date_precision": "day",
      "title": "China opens an antitrust investigation into Nvidia",
      "summary": "China's State Administration for Market Regulation opened an investigation into Nvidia. The investigation concerned suspected Anti-Monopoly Law violations and conditions attached to approval of Nvidia's Mellanox acquisition.",
      "type": "regulatory",
      "entities": [
        "State Administration for Market Regulation",
        "Nvidia",
        "Mellanox"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "The page states that SAMR opened a case investigation into Nvidia for suspected violations of the Anti-Monopoly Law and the conditions attached to approval of its Mellanox acquisition. It is published on 2024-12-09 at 19:30.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.samr.gov.cn/xw/zj/art/2024/art_ed4d3090401741a0894e475d35db652b.html",
          "outlet": "State Administration for Market Regulation (Chinese)",
          "published": "2024-12-09",
          "quote": "市场监管总局依法决定立案调查"
        },
        {
          "url": "https://www.theregister.com/2024/12/09/nvidia_antitrust_probe_china/",
          "outlet": "The Register",
          "published": "2024-12-09",
          "quote": "In recent days, due to Nvidia's suspected violation of China's anti-monopoly law and the State Administration for Market Regulation's restrictive conditions around Nvidia's acquisition of Mellanox shares ... the State Administration for Market Regulation is opening a probe into Nvidia in accordance with law."
        }
      ]
    },
    {
      "id": 47,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n47",
      "date": "2025-01-13",
      "date_precision": "day",
      "title": "Biden administration issues the AI Diffusion framework with worldwide chip allocations",
      "summary": "BIS announced controls on advanced computing chips and certain closed AI model weights, with country\nallocations under which license applications were reviewed with a presumption of approval up to a quota\nand arms-embargoed countries such as China faced a presumption of denial regardless of quantity.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security"
      ],
      "published_at": "2026-09-02T11:37:54.649145+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.bis.gov/press-release/biden-harris-administration-announces-regulatory-framework-responsible-diffusion-advanced-artificial",
          "outlet": "Bureau of Industry and Security",
          "published": "2025-01-13",
          "quote": "Today, the Department of Commerce's Bureau of Industry and Security (BIS) announced controls on advanced computing chips and certain closed artificial intelligence (AI) model weights, alongside new license exceptions and updates to the Data Center Validated End User (VEU) authorization."
        }
      ]
    },
    {
      "id": 48,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n48",
      "date": "2025-04-09",
      "date_precision": "day",
      "title": "US requires a license for H20 exports to China; Nvidia flags up to US$5.5 billion in charges",
      "summary": "Nvidia disclosed that on April 9 the government required a license for exports of H20 and any chip with\nits memory or interconnect bandwidth to China, Hong Kong, Macau and D:5 countries, and on April 14 said\nthe requirement would apply indefinitely. Nvidia expected up to about US$5.5 billion of first-quarter\ncharges for H20 inventory, purchase commitments and reserves.",
      "type": "regulatory",
      "entities": [
        "Nvidia",
        "U.S. government",
        "H20"
      ],
      "published_at": "2026-09-02T11:37:54.649198+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000082/nvda-20250409.htm",
          "outlet": "Nvidia Form 8-K",
          "published": "2025-04-15",
          "quote": "On April 9, 2025, the U.S. government, or USG, informed NVIDIA Corporation, or the Company, that the USG requires a license for export to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered or with an ultimate parent therein, of the Company’s H20 integrated circuits and any other circuits achieving the H20’s memory bandwidth, interconnect bandwidth, or combination thereof."
        }
      ]
    },
    {
      "id": 49,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n49",
      "date": "2025-05-13",
      "date_precision": "day",
      "title": "Commerce rescinds the AI Diffusion rule and issues new chip guidance",
      "summary": "The Department of Commerce announced the rescission of the Biden-era AI Diffusion rule two days before\nits compliance date, alongside guidance on the risks of using Chinese advanced computing chips, including\nspecific Huawei Ascend parts, and on preventing diversion of U.S. chips.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security",
        "Huawei"
      ],
      "published_at": "2026-09-02T11:37:54.649240+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.bis.gov/press-release/department-commerce-announces-rescission-biden-era-artificial-intelligence-diffusion-rule-strengthens",
          "outlet": "Bureau of Industry and Security",
          "published": "2025-05-13",
          "quote": "Today, the Department of Commerce (DOC) announced a rescission of the Biden Administration's AI Diffusion Rule, while rolling out additional steps to strengthen export controls on semiconductors worldwide."
        }
      ]
    },
    {
      "id": 50,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n50",
      "date": "2025-05-28",
      "date_precision": "day",
      "title": "Nvidia takes a US$4.5 billion H20 charge, loses US$2.5 billion in shipments, expects US$8 billion hit next quarter",
      "summary": "In first-quarter fiscal 2026 results Nvidia recorded a US$4.5 billion charge for H20 excess inventory and\npurchase obligations, said it could not ship a further US$2.5 billion of H20 revenue, and guided\nsecond-quarter revenue of US$45 billion reflecting about US$8 billion of lost H20 revenue.",
      "type": "financial",
      "entities": [
        "Nvidia",
        "H20"
      ],
      "published_at": "2026-09-02T11:37:54.649281+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2026",
          "outlet": "Nvidia Newsroom",
          "published": "2025-05-28",
          "quote": "NVIDIA incurred a $4.5 billion charge in the first quarter of fiscal 2026 associated with H20 excess inventory and purchase obligations as the demand for H20 diminished."
        }
      ]
    },
    {
      "id": 51,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n51",
      "date": "2025-07-14",
      "date_precision": "day",
      "title": "Nvidia says the US has assured it H20 licenses will be granted and sales to China will resume",
      "summary": "After Jensen Huang met officials in Washington and travelled to Beijing, Nvidia said the U.S. government\nhad assured it that H20 export licenses would be granted and that it hoped to start deliveries soon. It\nalso announced an RTX Pro GPU aimed at the China market.",
      "type": "announcement",
      "entities": [
        "Nvidia",
        "Jensen Huang",
        "U.S. government",
        "H20"
      ],
      "published_at": "2026-09-02T11:37:54.649325+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://blogs.nvidia.com/blog/nvidia-ceo-promotes-ai-in-dc-and-china/",
          "outlet": "Nvidia Blog",
          "published": "2025-07-14",
          "quote": "The U.S. government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon."
        }
      ]
    },
    {
      "id": 52,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n52",
      "date": "2025-07-31",
      "date_precision": "day",
      "title": "China's cyberspace regulator summons Nvidia over alleged H20 backdoor risks",
      "summary": "The Cyberspace Administration of China said it had interviewed Nvidia and asked it to explain security\nrisks from backdoor vulnerabilities in H20 chips sold to China and to submit supporting material. Nvidia\nsaid its chips have no backdoors that would allow remote access or control.",
      "type": "regulatory",
      "entities": [
        "Cyberspace Administration of China",
        "Nvidia",
        "H20"
      ],
      "published_at": "2026-09-02T11:37:54.649403+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.theregister.com/2025/07/31/beijing_nvidia_backdoors/",
          "outlet": "The Register",
          "published": "2025-07-31",
          "quote": "In order to maintain the network security and data security of Chinese users, the State Internet Information Office interviewed Nvidia on July 31, 2025, and asked Nvidia to explain the security risks of the backdoor vulnerabilities in the H20 chips sold to China and submit relevant supporting materials."
        }
      ]
    },
    {
      "id": 61,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n61",
      "date": "2025-08",
      "date_precision": "month",
      "title": "US grants Nvidia licenses for certain H20 shipments to China",
      "summary": "The U.S. government granted Nvidia licenses to ship certain H20 products to certain China-based customers. Nvidia later reported about $60 million in H20 revenue under those licenses.",
      "type": "regulatory",
      "entities": [
        "U.S. government",
        "Nvidia",
        "H20"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "The filing states that in August 2025 the U.S. government granted licenses for certain H20 shipments to certain China-based customers. It also reports approximately $60 million in H20 revenue under those licenses.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
          "outlet": "U.S. Securities and Exchange Commission, Nvidia Form 10-K",
          "published": null,
          "quote": "In August 2025, the USG granted licenses that would allow us to ship certain H20 products to certain China-based customers."
        }
      ]
    },
    {
      "id": 53,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n53",
      "date": "2025-08-11",
      "date_precision": "day",
      "title": "Nvidia and AMD to pay the US government 15 percent of H20 and MI308 revenue from China",
      "summary": "Reports, first from the Financial Times, said Nvidia and AMD had agreed to hand the U.S. government 15\npercent of revenue from H20 and MI308 sales in China as the condition for export licenses. The Register\ndescribed the arrangement as revealed that week; President Trump confirmed the terms publicly.",
      "type": "report",
      "entities": [
        "Nvidia",
        "AMD",
        "Donald Trump",
        "H20"
      ],
      "published_at": "2026-09-02T11:37:54.649483+00:00",
      "note": "The deal was reported on August 10 and confirmed on August 11; The Register's write-up is dated August 12.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.theregister.com/2025/08/12/china_nvidia_h20/",
          "outlet": "The Register",
          "published": "2025-08-12",
          "quote": "This deal, it was revealed this week, involved cutting Uncle Sam a check for 15 percent of H20 and MI308 revenues."
        }
      ]
    },
    {
      "id": 54,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n54",
      "date": "2025-08-12",
      "date_precision": "day",
      "title": "Chinese authorities discourage use of H20 in government and security-related work",
      "summary": "Chinese authorities sent letters to companies discouraging use of Nvidia's H20 for AI work, particularly\nby firms involved in government or national security-related projects, days after the U.S. cleared the\nchip for export again.",
      "type": "regulatory",
      "entities": [
        "Cyberspace Administration of China",
        "Nvidia",
        "H20"
      ],
      "published_at": "2026-09-02T11:37:54.649531+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.theregister.com/2025/08/12/china_nvidia_h20/",
          "outlet": "The Register",
          "published": "2025-08-12",
          "quote": "Chinese authorities have sent letters to several firms discouraging the use of Nvidia's H20 GPUs for AI applications, particularly by those involved in government or national security-related work."
        }
      ]
    },
    {
      "id": 55,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n55",
      "date": "2025-08-27",
      "date_precision": "day",
      "title": "No H20 sales to China in the quarter; Nvidia assumes none in its outlook",
      "summary": "Second-quarter fiscal 2026 results showed no H20 sales to China-based customers, a US$180 million release\nof previously reserved H20 inventory tied to about US$650 million of sales to a customer outside China,\nand a third-quarter outlook that assumed no H20 shipments to China.",
      "type": "financial",
      "entities": [
        "Nvidia",
        "H20"
      ],
      "published_at": "2026-09-02T11:37:54.649576+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2026",
          "outlet": "Nvidia Newsroom",
          "published": "2025-08-27",
          "quote": "There were no H20 sales to China-based customers in the second quarter."
        }
      ]
    },
    {
      "id": 56,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n56",
      "date": "2025-09-15",
      "date_precision": "day",
      "title": "China's SAMR says a preliminary probe found Nvidia violated the Anti-Monopoly Law",
      "summary": "The State Administration for Market Regulation said its preliminary investigation found Nvidia had\nviolated China's Anti-Monopoly Law and the conditions attached to its 2020 approval of the Mellanox\nacquisition, and escalated the case to a formal investigation.",
      "type": "legal",
      "entities": [
        "State Administration for Market Regulation",
        "Nvidia"
      ],
      "published_at": "2026-09-02T11:37:54.649618+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.theregister.com/2025/09/15/china_nvidia_antitrust/",
          "outlet": "The Register",
          "published": "2025-09-15",
          "quote": "Recently, after preliminary investigation, Nvidia violated the Anti-Monopoly Law of the People's Republic of China."
        }
      ]
    },
    {
      "id": 57,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n57",
      "date": "2025-09-17",
      "date_precision": "day",
      "title": "Beijing orders Alibaba, ByteDance and others not to buy Nvidia's RTX Pro 6000D",
      "summary": "The Financial Times reported, and The Register relayed, that the Cyberspace Administration of China had\nordered Alibaba, ByteDance and other companies not to order Nvidia's China-specific RTX Pro 6000D\nBlackwell GPU.",
      "type": "regulatory",
      "entities": [
        "Cyberspace Administration of China",
        "Alibaba",
        "ByteDance",
        "Nvidia"
      ],
      "published_at": "2026-09-02T11:37:54.649658+00:00",
      "note": "The order's exact date is not public; the FT report ran on September 17 and The Register's on September 18.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.theregister.com/2025/09/18/nvidia_china_ai_ban/",
          "outlet": "The Register",
          "published": "2025-09-18",
          "quote": "China's Cyberspace Administration ordered Alibaba, ByteDance, and unnamed others not to order Nvidia's RTX Pro 6000D Blackwell GPUs, unnamed sources familiar with the matter told the Financial Times this week."
        }
      ]
    },
    {
      "id": 58,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n58",
      "date": "2025-12-08",
      "date_precision": "day",
      "title": "Trump allows H200 sales to approved Chinese customers with a 25 percent cut for the US",
      "summary": "The Trump administration reversed course and said Nvidia could sell its H200 to approved commercial\ncustomers in China vetted by the Commerce Department, with 25 percent of the revenue going to the U.S.\ngovernment. Nvidia welcomed the decision.",
      "type": "regulatory",
      "entities": [
        "Donald Trump",
        "Nvidia",
        "H200",
        "U.S. Department of Commerce"
      ],
      "published_at": "2026-09-02T11:37:54.649698+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.theregister.com/2025/12/09/nvidia_h200s_china_ai",
          "outlet": "The Register",
          "published": "2025-12-09",
          "quote": "Offering H200 to approved commercial customers, vetted by the Department of Commerce, strikes a thoughtful balance that is great for America."
        }
      ]
    },
    {
      "id": 59,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n59",
      "date": "2026-01-13",
      "date_precision": "day",
      "title": "BIS moves H200 and MI325X exports to China to case-by-case review with security conditions",
      "summary": "BIS revised its license review policy so that applications to export Nvidia H200, AMD MI325X and similar\nchips to China are reviewed case by case if the exporter shows no reduction in capacity for U.S.\ncustomers, the Chinese buyer has export-compliance screening, and the product passed independent\nthird-party testing in the United States. The rule took effect on publication.",
      "type": "regulatory",
      "entities": [
        "Bureau of Industry and Security",
        "Nvidia",
        "AMD",
        "H200"
      ],
      "published_at": "2026-09-02T11:37:54.649742+00:00",
      "note": "",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china",
          "outlet": "Bureau of Industry and Security",
          "published": "2026-01-13",
          "quote": "BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met."
        }
      ]
    },
    {
      "id": 62,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n62",
      "date": "2026-02",
      "date_precision": "month",
      "title": "US grants Nvidia a license for small H200 shipments to China",
      "summary": "The U.S. government granted Nvidia a license to ship small amounts of H200 products to specified China-based customers. Nvidia said the license required U.S. inspection before shipment.",
      "type": "regulatory",
      "entities": [
        "U.S. government",
        "Nvidia",
        "H200"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "The filing states that in February 2026 the USG granted NVIDIA a license to ship small amounts of H200 products to specified China-based customers. It also states that the license was subject to USG inspection before shipment.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
          "outlet": "U.S. Securities and Exchange Commission, Nvidia Form 10-K",
          "published": null,
          "quote": "In February 2026, the USG granted a license that would allow us to ship small amounts of H200 products to specific China-based customers."
        }
      ]
    },
    {
      "id": 68,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n68",
      "date": "2026-03-17",
      "date_precision": "day",
      "title": "Huang says Nvidia is licensed for many Chinese H200 customers, has orders, and is restarting production",
      "summary": "Speaking to press at GTC 2026, Jensen Huang said Nvidia had been licensed for many customers in China for H200, had received purchase orders from many of them, and was restarting H200 manufacturing.",
      "type": "announcement",
      "entities": [
        "Nvidia",
        "Jensen Huang",
        "H200"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "Quote confirmed on The Register's March 17, 2026 report.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://theregister.com/2026/03/17/nvidia_h200_china_sales_resume",
          "outlet": "The Register",
          "published": "2026-03-17",
          "quote": "We've been licensed for many customers in China for H200. We have received purchase orders from many customers and we are in the process of restarting our manufacturing"
        }
      ]
    },
    {
      "id": 63,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n63",
      "date": "2026-05",
      "date_precision": "month",
      "title": "Reuters reports US approval of H200 sales to about 10 Chinese firms",
      "summary": "Reuters reported that the United States had cleared roughly 10 Chinese companies to buy H200 chips. The report said deals had stalled and deliveries had not begun.",
      "type": "report",
      "entities": [
        "U.S. Department of Commerce",
        "Nvidia",
        "H200",
        "Alibaba",
        "Tencent",
        "ByteDance",
        "JD.com",
        "Lenovo",
        "Foxconn"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "The Reuters article is dated May 14, 2026 and states that the U.S. cleared around 10 Chinese firms to buy H200 chips. It also says no deliveries had been made and includes the quoted sentence.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://finance.yahoo.com/sectors/technology/articles/exclusive-us-clears-h200-chip-054811582.html",
          "outlet": "Reuters via Yahoo Finance",
          "published": "2026-05-14",
          "quote": "Despite U.S. approval, deals have stalled, as Chinese firms pulled back after guidance from Beijing, one source said."
        }
      ]
    },
    {
      "id": 64,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n64",
      "date": "2026-07-14",
      "date_precision": "day",
      "title": "US official says limited H200 shipments to China have begun",
      "summary": "BIS Under Secretary Jeffrey Kessler told Congress that H200 chips had been shipped to China or Hong Kong. He said the number of chips shipped to date was very few.",
      "type": "shipment",
      "entities": [
        "Bureau of Industry and Security",
        "Jeffrey Kessler",
        "Nvidia",
        "H200",
        "China",
        "Hong Kong"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "The page states that Commerce Under Secretary Jeffrey Kessler told a House committee that H200 shipments to China or Hong Kong had begun and that the number shipped was \"very few.\" It is dated July 14, 2026, matching the node date.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://ca.finance.yahoo.com/news/us-official-says-shipments-h200-145442006.html",
          "outlet": "Reuters via Yahoo Finance",
          "published": "2026-07-14",
          "quote": "A top U.S. official told Congress on Tuesday that \"very few\" Nvidia H200 chips to date have been shipped to China or Hong Kong."
        }
      ]
    },
    {
      "id": 65,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n65",
      "date": "2026-07-26",
      "date_precision": "day",
      "title": "Nvidia reports China Hopper shipments were under 1% of data center revenue",
      "summary": "Nvidia reported that Data Center Hopper shipments to China were less than 1% of Data Center revenue in the second quarter of fiscal 2027. The quarter ended July 26, 2026.",
      "type": "financial",
      "entities": [
        "Nvidia",
        "H200",
        "Hopper",
        "China"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "Quote confirmed in the Form 10-Q for the quarter ended July 26, 2026 (fetched directly from EDGAR).",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm",
          "outlet": "U.S. Securities and Exchange Commission, Nvidia Form 10-Q",
          "published": "2026-08-21",
          "quote": "Shipments of Data Center Hopper products to China during the second quarter of fiscal year 2027 were less than 1% of Data Center revenue."
        }
      ]
    },
    {
      "id": 66,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n66",
      "date": "2026-08",
      "date_precision": "month",
      "title": "Reuters says it could not verify a report of H200 shipments into China",
      "summary": "Reuters said it could not immediately verify a report that H200 chips had reached China in small shipments. The report was attributed to the Financial Times and people with knowledge of the matter.",
      "type": "report",
      "entities": [
        "Nvidia",
        "H200",
        "ByteDance",
        "Tencent",
        "Chinese regulators",
        "Hong Kong",
        "Financial Times"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "The article states that the Financial Times reported small H200 shipments had entered mainland China, citing two people with knowledge, and says Reuters could not immediately verify the report. The page is dated August 19, 2026, which matches the stated month.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://finance.yahoo.com/technology/articles/nvidia-h200-chips-reach-china-021726633.html",
          "outlet": "Reuters via Yahoo Finance",
          "published": "2026-08-18",
          "quote": "Reuters could not immediately verify the report."
        }
      ]
    },
    {
      "id": 67,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n67",
      "date": "2026-08-26",
      "date_precision": "day",
      "title": "Nvidia excludes China data center compute revenue from its outlook",
      "summary": "Nvidia said it was not assuming Data Center compute revenue from China in its outlook. The company issued the outlook with its second-quarter fiscal 2027 results.",
      "type": "financial",
      "entities": [
        "Nvidia",
        "China",
        "Data Center",
        "H200"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "The page is dated August 26, 2026 and reports NVIDIA’s second-quarter fiscal 2027 results. Its outlook explicitly states that NVIDIA is not assuming any Data Center compute revenue from China.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027",
          "outlet": "Nvidia Newsroom",
          "published": "2026-08-26",
          "quote": "NVIDIA is not assuming any Data Center compute revenue from China in its outlook."
        }
      ]
    },
    {
      "id": 69,
      "url": "https://whatledto.com/events/nvidia-china-export-controls#n69",
      "date": "2026-08-26",
      "date_precision": "day",
      "title": "Nvidia writes down US$0.4 billion of H200 inventory; says Beijing restricted licensed sales",
      "summary": "In its second-quarter fiscal 2027 Form 10-Q, Nvidia said it took a US$0.4 billion charge in the first half of the year for excess H200 inventory and purchase obligations as demand diminished, that the Chinese government had restricted sales of H200 units it was licensed to ship, and that it had made only a fraction of the allowed shipments.",
      "type": "financial",
      "entities": [
        "Nvidia",
        "H200"
      ],
      "published_at": "2026-09-02T11:44:39.928008+00:00",
      "note": "Sentences confirmed in the Form 10-Q fetched directly from EDGAR.",
      "image": "",
      "image_credit": {
        "credit": "",
        "source_url": "",
        "image_url": "",
        "terms_url": "",
        "mode": "licensed"
      },
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm",
          "outlet": "Nvidia Form 10-Q",
          "published": "2026-08-26",
          "quote": "During the first half of fiscal year 2027, we incurred a $0.4 billion charge associated with H200 for excess inventory and purchase obligations, as the demand for H200 products diminished."
        },
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm",
          "outlet": "Nvidia Form 10-Q",
          "published": "2026-08-26",
          "quote": "After incurring that charge, we have made a fraction of the allowed shipments under the USG’s H200 licensing program."
        }
      ]
    }
  ],
  "relations": [
    {
      "from": 42,
      "to": 43,
      "kind": "follows",
      "note": "The company-specific August letter became a general rule six weeks later."
    },
    {
      "from": 43,
      "to": 44,
      "kind": "follows",
      "note": "The 2023 update closed the interconnect-bandwidth test that let A800 and H800 through."
    },
    {
      "from": 44,
      "to": 45,
      "kind": "follows",
      "note": "The rule's 30-day grace period was cancelled six days after publication."
    },
    {
      "from": 44,
      "to": 46,
      "kind": "causes",
      "note": "New thresholds prompted a third round of China-specific parts, including H20."
    },
    {
      "from": 46,
      "to": 48,
      "kind": "follows",
      "note": "Eighteen months after H20 was designed to comply, it too required a license."
    },
    {
      "from": 48,
      "to": 50,
      "kind": "causes",
      "note": "The license requirement produced the write-down and lost shipments reported in May."
    },
    {
      "from": 48,
      "to": 51,
      "kind": "follows",
      "note": "Three months after the requirement, the US said licenses would be granted."
    },
    {
      "from": 51,
      "to": 52,
      "kind": "responds_to",
      "note": "Beijing's security summons came seventeen days after the US cleared H20 sales."
    },
    {
      "from": 51,
      "to": 53,
      "kind": "follows",
      "note": "The revenue-sharing condition behind the July assurance surfaced in August."
    },
    {
      "from": 52,
      "to": 54,
      "kind": "follows",
      "note": "The summons was followed by letters discouraging H20 use in sensitive work."
    },
    {
      "from": 51,
      "to": 55,
      "kind": "contradicts",
      "note": "Nvidia hoped to start deliveries soon, yet recorded no China H20 sales that quarter and assumed none ahead."
    },
    {
      "from": 54,
      "to": 57,
      "kind": "follows",
      "note": "Discouraging H20 escalated to an order against the Blackwell-based RTX Pro 6000D."
    },
    {
      "from": 47,
      "to": 49,
      "kind": "contradicts",
      "note": "The worldwide allocation framework was rescinded before it took effect."
    },
    {
      "from": 58,
      "to": 59,
      "kind": "follows",
      "note": "The presidential decision was written into BIS license policy five weeks later."
    },
    {
      "from": 51,
      "to": 61,
      "kind": "follows",
      "note": "Nvidia's later SEC filing says the U.S. government granted certain H20 shipment licenses in August 2025 after the July assurance that licenses would be granted."
    },
    {
      "from": 59,
      "to": 62,
      "kind": "follows",
      "note": "The February 2026 H200 license followed BIS's January 2026 move to case-by-case H200 export review."
    },
    {
      "from": 62,
      "to": 63,
      "kind": "follows",
      "note": "Reuters reported expanded U.S. approval for roughly 10 Chinese H200 buyers after Nvidia disclosed a February license for specified China-based customers."
    },
    {
      "from": 63,
      "to": 64,
      "kind": "follows",
      "note": "Kessler's July testimony that very few H200 chips had shipped followed Reuters' May report that approved deals had stalled and deliveries had not begun."
    },
    {
      "from": 64,
      "to": 65,
      "kind": "follows",
      "note": "Nvidia's quarter-end disclosure followed Kessler's report that limited H200 shipments to China or Hong Kong had begun."
    },
    {
      "from": 64,
      "to": 66,
      "kind": "follows",
      "note": "Reuters' August article followed Kessler's July testimony on initial limited shipments, while stating Reuters could not independently verify the later report."
    },
    {
      "from": 64,
      "to": 67,
      "kind": "follows",
      "note": "Nvidia's August outlook followed reports and disclosures of limited H200 and Hopper shipments to China."
    },
    {
      "from": 65,
      "to": 67,
      "kind": "follows",
      "note": "Nvidia's August outlook followed its disclosure that China Hopper shipments were less than 1% of Data Center revenue."
    },
    {
      "from": 66,
      "to": 67,
      "kind": "follows",
      "note": "Nvidia issued an outlook excluding China Data Center compute revenue after Reuters' unverified August report of small H200 shipments."
    },
    {
      "from": 68,
      "to": 69,
      "kind": "contradicts",
      "note": "In March Nvidia said it was restarting H200 production on Chinese orders; by August it had written down H200 stock and shipped a fraction of what was licensed."
    }
  ],
  "links": [
    {
      "from": {
        "event": "nvidia-acquisitions",
        "id": 674,
        "date": "2020-04-16",
        "title": "China's SAMR clears Mellanox with conditions after a year-long review",
        "url": "https://whatledto.com/events/nvidia-acquisitions#n674"
      },
      "to": {
        "event": "nvidia-china-export-controls",
        "id": 60,
        "date": "2024-12-09",
        "title": "China opens an antitrust investigation into Nvidia",
        "url": "https://whatledto.com/events/nvidia-china-export-controls#n60"
      },
      "kind": "causes",
      "note": "SAMR's 2020 approval imposed conditions on Nvidia's Mellanox acquisition, and its later investigation concerned suspected violations of those approval conditions."
    },
    {
      "from": {
        "event": "nvidia-china-export-controls",
        "id": 60,
        "date": "2024-12-09",
        "title": "China opens an antitrust investigation into Nvidia",
        "url": "https://whatledto.com/events/nvidia-china-export-controls#n60"
      },
      "to": {
        "event": "nvidia-acquisitions",
        "id": 686,
        "date": "2025-09-15",
        "title": "China says Nvidia violated its antimonopoly law over the Mellanox conditions",
        "url": "https://whatledto.com/events/nvidia-acquisitions#n686"
      },
      "kind": "causes",
      "note": "SAMR opened an investigation into suspected violations of the Mellanox-approval conditions, and the later preliminary finding said Nvidia had violated the law and those conditions."
    },
    {
      "from": {
        "event": "nvidia-china-export-controls",
        "id": 51,
        "date": "2025-07-14",
        "title": "Nvidia says the US has assured it H20 licenses will be granted and sales to China will resume",
        "url": "https://whatledto.com/events/nvidia-china-export-controls#n51"
      },
      "to": {
        "event": "amd-china-export-controls",
        "id": 557,
        "date": "2025-07-15",
        "title": "Commerce will resume reviewing MI308 licenses; AMD says shipments will restart once approved",
        "url": "https://whatledto.com/events/amd-china-export-controls#n557"
      },
      "kind": "causes",
      "note": "After Nvidia said the U.S. had assured it that H20 licenses would be granted, AMD said the next day that Commerce would resume reviewing MI308 license applications."
    },
    {
      "from": {
        "event": "nvidia-china-export-controls",
        "id": 58,
        "date": "2025-12-08",
        "title": "Trump allows H200 sales to approved Chinese customers with a 25 percent cut for the US",
        "url": "https://whatledto.com/events/nvidia-china-export-controls#n58"
      },
      "to": {
        "event": "amd-china-export-controls",
        "id": 564,
        "date": "2026-01-13",
        "title": "BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions",
        "url": "https://whatledto.com/events/amd-china-export-controls#n564"
      },
      "kind": "causes",
      "note": "BIS moved the MI325X to case-by-case review following Trump's December 8 decision to permit H200-class sales to approved Chinese customers."
    },
    {
      "from": {
        "event": "nvidia-china-export-controls",
        "id": 59,
        "date": "2026-01-13",
        "title": "BIS moves H200 and MI325X exports to China to case-by-case review with security conditions",
        "url": "https://whatledto.com/events/nvidia-china-export-controls#n59"
      },
      "to": {
        "event": "amd-china-export-controls",
        "id": 567,
        "date": "2026-02",
        "title": "AMD receives some MI325 licenses for China, with a US inspection and a 25 percent tariff on the round trip",
        "url": "https://whatledto.com/events/amd-china-export-controls#n567"
      },
      "kind": "causes",
      "note": "AMD said its February MI325 licenses were granted under the January policy that put MI325X exports to China under case-by-case review with U.S. inspection conditions."
    }
  ],
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    42,
    43,
    44,
    48,
    50,
    51,
    52,
    54,
    56,
    58,
    59,
    69
  ],
  "catalysts": [
    {
      "date": "2026-11-30",
      "title": "NVIDIA GTC Washington, D.C. begins",
      "why": "The scheduled conference could provide public updates on H200 licensing, Chinese restrictions, and Nvidia’s China data-center sales plans.",
      "source_url": "https://www.nvidia.com/gtc/dc/"
    },
    {
      "date": "2027-03-14",
      "title": "NVIDIA GTC 2027 in San Jose begins",
      "why": "Nvidia’s flagship conference may provide a further management update on China data-center restrictions and licensed H200 shipments.",
      "source_url": "https://www.nvidia.com/gtc/faq/"
    }
  ],
  "open_questions": [
    "Whether China will permit broader use of H200 chips that Nvidia is licensed by the United States to ship, after Nvidia said Beijing had restricted licensed sales.",
    "Whether the limited H200 approvals and reported initial shipments will become sustained deliveries; Reuters reported in May that approved deals had stalled, while a U.S. official said in July that very few chips had shipped.",
    "What remedy, penalty, or other outcome will result from SAMR’s formal antitrust investigation into Nvidia and the Mellanox-approval conditions.",
    "Whether the U.S. revenue-sharing terms reported for H20 sales and announced for H200 sales will support material China revenue, given Nvidia’s August 2026 outlook excluded China data-center compute revenue."
  ],
  "metrics": [
    {
      "key": "china-charge",
      "name": "Charges tied to China export limits",
      "unit": "$B",
      "kind": "bar",
      "points": [
        {
          "node_id": 48,
          "date": "2025-04-09",
          "value": 5.5,
          "quote": "Nvidia expected up to about US$5.5 billion of first-quarter charges for H20 inventory, purchase commitments and reserves."
        },
        {
          "node_id": 50,
          "date": "2025-05-28",
          "value": 4.5,
          "quote": "NVIDIA incurred a $4.5 billion charge in the first quarter of fiscal 2026 associated with H20 excess inventory and purchase obligations as the demand for H20 diminished."
        },
        {
          "node_id": 69,
          "date": "2026-08-26",
          "value": 0.4,
          "quote": "During the first half of fiscal year 2027, we incurred a $0.4 billion charge associated with H200 for excess inventory and purchase obligations, as the demand for H200 products diminished."
        }
      ]
    }
  ],
  "related": [
    {
      "slug": "nvidia-datacenter-gpu-roadmap",
      "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap",
      "json": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap.json"
    },
    {
      "slug": "amd-instinct-ai-gpus",
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus",
      "json": "https://whatledto.com/events/amd-instinct-ai-gpus.json"
    },
    {
      "slug": "amd-china-export-controls",
      "url": "https://whatledto.com/events/amd-china-export-controls",
      "json": "https://whatledto.com/events/amd-china-export-controls.json"
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    {
      "date": "2026-09-09T06:05:15.420416+00:00",
      "kind": "link",
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    {
      "date": "2026-09-09T06:03:33.898348+00:00",
      "kind": "link",
      "summary": "Linked 3 entries with US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X.",
      "node_ids": [
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        58,
        59
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    {
      "date": "2026-09-07T06:14:45.825107+00:00",
      "kind": "summary",
      "summary": "Chart data refreshed: 3 point(s) across 1 metric(s).",
      "node_ids": []
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    {
      "date": "2026-09-07T05:29:14.920526+00:00",
      "kind": "summary",
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        577
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    {
      "date": "2026-09-02T11:44:59.965790+00:00",
      "kind": "summary",
      "summary": "Summary, key players and catalysts refreshed.",
      "node_ids": []
    },
    {
      "date": "2026-09-02T11:44:39.932470+00:00",
      "kind": "publish",
      "summary": "Added 10 node(s): 2024-12-09 China opens an antitrust investigation into Nvidia; 2025-08 US grants Nvidia licenses for certain H20 shipments to China; 2026-02 US grants Nvidia a license for small H200 shipments to China; 2026-03-17 Huang says Nvidia is licensed for many Chinese H200 customers, has orders, and is restarting production and 6 more.",
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        61,
        62,
        68,
        63,
        64,
        65,
        66,
        67,
        69
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    {
      "date": "2026-09-02T11:42:55.679730+00:00",
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        61,
        62,
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        64,
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        66,
        67
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    {
      "date": "2026-09-02T11:37:54.658828+00:00",
      "kind": "seed",
      "summary": "Seeded 18 hand-verified node(s) from nvidia-china-export-controls.yaml.",
      "node_ids": [
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        43,
        44,
        45,
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        47,
        48,
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        55,
        56,
        57,
        58,
        59
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    "holder": "What Led To",
    "terms": "https://whatledto.com/methodology#reuse",
    "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text."
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