The US Department of Commerce’s Bureau of Industry and Security on Tuesday said it will permit Nvidia and AMD to apply to export H200 and MI325X GPUs to China if four conditions are met: adequate US supply, no diversion of foundry capacity, recipient security/KYC checks, and independent US third-party testing. Shipments must be no more than 50% of US domestic volumes, aiming to protect US AI leadership.
Key Points
- 1Allows Nvidia H200 and AMD MI325X exports if companies meet four supply, security, testing criteria
- 2Imposes limits to prevent diversion of US foundry capacity and preserve national-security AI lead
- 3Requires US third-party testing, KYC checks and cap shipments to 50% of US domestic volumes
Scoring Rationale
High because official BIS policy sets concrete export conditions; limited by being policy details rather than technical breakthrough.
Sources
Public references used for this report.
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