Following more than two years of stringent restrictions, the United States is shifting its technology export framework. Industry leaders NVIDIA and AMD are reportedly preparing to resume selective shipments of sophisticated AI hardware to the Chinese market.
According to industry insiders, NVIDIA is set to begin supplying H200 chips to China by early 2026, leveraging existing inventories. These shipments are expected to involve thousands of modules, offering computational capabilities that far exceed previously authorized models. Meanwhile, AMD is in negotiations with Alibaba over the sale of its MI308 accelerators—systems specifically engineered to comply with revised American export regulations.
Although Washington has signaled its approval, the situation remains precarious. Chinese authorities are currently evaluating the terms of these imports, concerned that an influx of foreign hardware might undermine the growth of the nation’s domestic AI chip sector. Regulators are considering potential procurement caps or mandates that would require foreign processors to be paired with local alternatives.
If these deals reach fruition, Chinese enterprises will secure access to processing power that significantly outclasses current domestic options. Simultaneously, this move is likely to reignite international debates regarding national security, technological sovereignty, and the shifting boundaries of export policy in the era of artificial intelligence.
Source: iXBT.games