Nvidia H200 and AMD MI325X GPUs will be subject to the levy

Exports will only be permitted if sufficient supply of the GPUs exists in the US

Separation of businesses continues

Meanwhile, Nvidia says upfront payments from Chinese customers purchasing H200s is not company policy

Customers in China will also not be able to cancel, reconfigure placements, or ask for refunds

Report covers the first half of 2025

Is the saga finally over?

Media reports suggest Chinese telco supplier could pay the US more than $1bn amid corruption claims

As it plans gigawatt scale campus in China

But Taiwan is conspicuously not part of the group

Chips galore

US DHS seizes equipment over fears of potential sabotage of US power grid

Company calls report "factually incorrect"

2021 ban softens, leading to mining resurgence in the People's Republic

Alibaba dismisses concerns about an "AI bubble"

Smaller platforms like ChatGPT and X also impacted

Could launch as soon as this year

Telco taking four of eight fiber pairs on system

Company also unveiled new Tianchi supernodes at its annual conference in Beijing

Expects capex to continue to decline

Despite bubble fears, analysis predicts record spend that will reshape bond markets

Unclear what this means for Nvidia’s previously announced Blackwell deployments outside the US

Blames decision on “failure to comply with the agreed contractual payment terms”

Boosted by Trump comments and GTC announcements