Nvidia Gains Partial Victory: H200 GPU Sales to Ten Chinese Firms Approved (xataka.com)

• 10 Chinese firms licensed for Nvidia H200, but no shipments yet
• China mandates 50% domestic chips in state data centers
• Nvidia's China market share drops to 0% amid geopolitical tensions

"The US Commerce Department has granted licenses to at least ten Chinese companies, including Alibaba, Tencent, and ByteDance, to purchase Nvidia's H200 GPU. Despite a March announcement, no shipments have occurred. Nvidia CEO Jensen Huang joined a US delegation to China to navigate trade tensions. China now mandates that state data centers use at least 50% domestic chips, boosting local rivals like Cambricon and Huawei. Nvidia's market share in China has dropped to 0%."