U.S. to subject Nvidia’s China‑bound AI chips to special national‑security review, complicating H200 exports

Summary

According to reporting based on the Wall Street Journal, U.S. officials will require Nvidia’s advanced H200 AI accelerators destined for China to undergo an unusual national‑security review in the United States before re‑export. The move, which follows the Trump administration’s decision to allow limited H200 sales to approved Chinese customers, underscores Washington’s concern that cutting‑edge AI hardware could bolster adversaries’ military or surveillance capabilities. The extra review step adds compliance friction and could reshape Nvidia’s China revenue prospects while signaling a tighter, more bespoke export‑control regime for frontier AI chips.