U.S. posts official H200 and MI325X AI GPU export rules to China, but with plenty of caveats ā a string of requirments greatly limits the total number of GPUs that can be shipped to China
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Verdict: The U.S. has issued official export rules for advanced AI GPUs to China, but with strict limitations and prioritization of U.S. supply.
ā” Quick Hits
- U.S. government allows AI GPU exports to China, but with restrictions.
- U.S. supply takes priority over Chinese demand.
- Expect limited AI GPU shipments from AMD and Nvidia to China.
The U.S. government has released official export rules regarding advanced AI GPUs, specifically the Nvidia H200 and AMD MI325X, to China. While shipments are potentially allowed on a case-by-case basis, significant caveats are in place.
The primary limitation revolves around prioritizing U.S. supply needs. This stipulation suggests that AMD and Nvidia will be heavily restricted in the volume of AI GPUs they can export to China. The new regulations implement a string of requirements that will drastically limit shipments.
In short, while not a complete ban, the new rules make substantial exports of high-performance AI GPUs to China highly improbable.
*Source Intel: Read Original*
