Trump Cleared 750,000 H200s. China Took Zero.
Reuters reported on Thursday that Washington has cleared roughly ten Chinese firms to buy Nvidia H200 chips, capped at 75,000 units each. Trump pulled Jensen Huang onto Air Force One at the last minute to help close the deal. The Beijing summit ended Friday with no breakthrough. Not a single H200 has shipped under the framework, and Beijing has told its own champions to keep their cash on Huawei instead.