News
U.S. officials consider unit-based export caps for Nvidia and AMD AI chips to China
Wednesday, February 25, 2026 at 12:36 AM
U.S. government officials are reportedly considering a export cap of 75,000 units for Nvidia H200 chips per Chinese customer, with similar restrictions expected to apply to AMD MI325 units.
Context
U.S. officials are reportedly weighing a per-customer export cap of 75,000 units for Nvidia H200 AI accelerators and AMD MI325 chips destined for China. This unit-based approach marks a strategic shift to restrict the scale of AI clusters Chinese firms can build, even as the administration moves toward allowing sales of some advanced silicon under strict conditions.
The proposed 75,000 limit is roughly half the volume requested by tech giants like Alibaba and ByteDance. While an overall ceiling of 1 million units may be permitted annually, these individual quotas are designed to prevent massive AI training clusters. This news complicates Nvidia and AMD’s efforts to reclaim market share in a region that previously accounted for significant data center revenue.
Markets reacted with concern, as individual caps could limit the upside of reentering the Chinese market. A final decision likely hinges on an upcoming summit between U.S. and Chinese leaders to finalize trade terms and surcharge agreements.
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