Nvidia’s China Restart Faces Production Obstacles

President Donald Trump’s recent decision allowing Nvidia to resume sales of the H20 artificial intelligence chips to China sent its Chinese customers—mostly big tech firms like ByteDance and Alibaba—into a frenzy to snap up chips before the U.S. administration changes its mind again. Nvidia’s message: not so fast.

The AI chip giant has told its customers it has only limited stocks of the H20 chips—the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, according to three of Nvidia’s Chinese customers. And right now, Nvidia doesn’t plan to restart production.