{"id":231405,"date":"2026-01-13T20:04:08","date_gmt":"2026-01-13T20:04:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/231405\/"},"modified":"2026-01-13T20:04:08","modified_gmt":"2026-01-13T20:04:08","slug":"nvidia-stock-shrugs-off-report-that-chinese-customers-will-only-be-able-to-buy-h200-ai-chips-under-special-circumstances","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/231405\/","title":{"rendered":"Nvidia stock shrugs off report that Chinese customers will only be able to buy H200 AI chips \u201cunder special circumstances\u201d"},"content":{"rendered":"<p class=\"css-14ve0pc\">The Information is <a href=\"https:\/\/www.theinformation.com\/articles\/china-restricts-nvidia-chip-purchases-special-circumstances\" target=\"_blank\" class=\"css-uubm0\" rel=\"noopener nofollow\">reporting<\/a> that Chinese customers won\u2019t be able to get their hands on as many <a class=\"inline-stock css-1iix00n\" href=\"https:\/\/robinhood.com\/stocks\/nvda?source=sherwood\" rel=\"nofollow noopener\" target=\"_blank\">Nvidia<\/a> H200 AI chips as they want.<\/p>\n<p class=\"css-14ve0pc\">Per the outlet, the \u201cChinese government this week told some tech companies it would only approve their purchases of Nvidia\u2019s H200 AI chips under special circumstances, such as for university research and development labs,\u201d citing two people with direct knowledge of the situation. <\/p>\n<p class=\"css-14ve0pc\">On December 8, US President Donald Trump said Nvidia would be <a href=\"https:\/\/sherwood.news\/markets\/department-of-commerce-will-soon-allow-exports-of-nvidias-h200-chip-to-china\/\" target=\"_blank\" class=\"css-uubm0\" rel=\"noopener nofollow\">allowed to sell these chips<\/a>, the most advanced in its Hopper generation, to China. This was shortly followed by a report from the Financial Times that Chinese regulators were \u201cdiscussing ways to <a href=\"https:\/\/sherwood.news\/markets\/nvidia-sheds-gains-after-ft-reports-china-may-limit-access-to-h200-chips-anyway\/\" target=\"_blank\" class=\"css-uubm0\" rel=\"noopener nofollow\">permit limited access to the H200<\/a>,\u201d as the world\u2019s second-largest economy has been keen on boosting its domestic chip industry. Last week, Bloomberg reported that \u201cChinese officials are preparing to allow local companies to buy the component from Nvidia for select commercial use,\u201d with <a href=\"https:\/\/sherwood.news\/markets\/china-plans-to-permit-purchases-of-nvidias-h200-chips-soon-this-quarter\/\" target=\"_blank\" class=\"css-uubm0\" rel=\"noopener nofollow\">imports beginning \u201cas soon as this quarter.\u201d<\/a><\/p>\n<p class=\"css-14ve0pc\">Call it information fatigue, because the market doesn\u2019t seem to care about this latest report, with shares making fresh highs for the day not even 10 minutes after this news hit the wires. Or perhaps when it comes to AI development, it\u2019s not hard to come up with \u201cspecial circumstances\u201d to justify access to powerful chips.<\/p>\n<p class=\"css-14ve0pc\">The report adds that Chinese officials have told companies to only buy these chips if \u201cnecessary\u201d \u2014 without really defining what \u201cnecessary\u201d means.<\/p>\n<p class=\"css-14ve0pc\">It\u2019s not the first time traders shrugged off reporting from The Information on Nvidia. Shares finished up 1% on January 7, the day the outlet reported that Beijing was suspending purchases of the H200 pending a decision on what the import restrictions would be.<\/p>\n","protected":false},"excerpt":{"rendered":"The Information is reporting that Chinese customers won\u2019t be able to get their hands on as many Nvidia&hellip;\n","protected":false},"author":2,"featured_media":231406,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,111,139,69,145],"class_list":["post-231405","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-new-zealand","tag-newzealand","tag-nz","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/231405","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=231405"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/231405\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/231406"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=231405"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=231405"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=231405"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}