China's biggest technology buyers are turning away from Nvidia's H200 artificial intelligence chip, signaling that Washington's carefully calibrated export strategy is not playing out as planned.

Trump approved export of Nvidia's H200 chip to China H200 already bought and used in China via grey market Buyers include Chinese universities, military entities Chinese AI data centers plan to use ...

Chinese firms have ordered 2 million H200 chips, say sources Their demand for the chips far exceeds inventory with Nvidia, say sources TSMC expected to start work on expanded output in Q2 2026, says ...