• Approved Chinese firms include Alibaba, Tencent, ByteDance, sources say
  • Lenovo and Foxconn win US approval as H200 distributors, sources say
  • No H200 deliveries made despite U.S. approval for Chinese buyers
  • Beijing's new supply chain rules tighten scrutiny of foreign tech dependencies
  • U.S. hardliners argue Nvidia sales to China could erode American AI leadership

The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not ​a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.

Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.