US Eyes 75K Chip Cap Per Chinese Company on Nvidia, AMD Sales
Washington mulls hard limits on how many AI accelerators any single Chinese company can buy from Nvidia and AMD.
The US government is weighing a new restriction that would cap Chinese companies at 75,000 Nvidia H200 chips each. That's less than half of what some buyers are reportedly trying to purchase.
AMD's MI325 accelerators would count toward the same limit, closing an obvious workaround.
The proposed per-company caps represent a sharper, more targeted approach to controlling the flow of advanced AI hardware into China. Rather than broad export bans, officials are looking at granular quotas tied to individual buyers.
For Nvidia and AMD, this means their biggest potential Chinese customers would face a hard ceiling — regardless of how deep their pockets are. The move could reshape how Chinese tech giants plan their AI infrastructure buildouts and force tougher decisions about which chips to prioritize.
No final decision has been announced yet.