According to reports,U.S. officials are considering capping the number of AI chips a single Chinese company can buy,Each company in China can only obtain up to 75,000 NVIDIA H200 chips, and AMD's MI325 shipments with similar performance will also be included in the total calculation of the same customer.. In addition to the upper limit for a single enterprise, the United States may still maintain a framework of up to 1 million total exports to China. However, under the dual control mechanism, even if a few large technology companies place huge orders, it will be difficult to obtain a large number of chips at once, and the actual scale of deployment will be compressed.
Market news points out that if the restrictions take effect, a single enterprise can only support data construction of about 100MW, which will form obvious constraints on the expansion of ultra-large AI training clusters.
In response to related reports, AMD declined to comment, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) did not comment on specific details, and NVIDIA did not respond.
At present, the United States has only approved the export of a small amount of H200. Whether the relevant quantity limit and licensing conditions have finally taken shape still needs to be further finalized by the White House and regulatory agencies.
It is worth mentioning that on February 24, local time, David Peters, Assistant Secretary for Export Enforcement of the U.S. Department of Commerce, revealed,Two months after the U.S. government approved the export of AI chips to China, NVIDIA has still not sold any H200 chips to China.
At a House Foreign Affairs Committee hearing that day, Democratic Rep. Sydney Kamlager-Duff asked how many H200 chips had been approved for sale to China.Peters said bluntly: "As far as I know, the number so far is zero."
