According to DataBeat monitoring, Reuters today exclusively revealed the specific list and quota of H200 chip transactions in China. Currently, about 10 Chinese companies have been approved for purchase, with confirmed buyers including Alibaba, Tencent, ByteDance, and JD.com; Lenovo and Foxconn have been approved as distributors. According to the license issued by the U.S. side, each customer can purchase up to 75,000 chips.
However, none of these chips have been shipped yet. The Chinese side does not accept the Trump administration's mandatory requirement for the chips to transit through the U.S. for a 25% extraction fee clause, fearing that this move would pose a hardware tampering security risk, directly halting the companies' purchases. To break the deadlock, NVIDIA CEO Jensen Huang spontaneously accepted Trump's invitation midway and joined the White House delegation visiting China, attempting to address this issue face-to-face during this week's high-level meeting.
