US AI GPU Export Rules to China: Case-by-Case Approval with Significant Restrictions
Analysis
Key Takeaways
- •The U.S. government has released export rules for AI GPUs (H200 and MI325X) to China.
- •Shipments are allowed on a case-by-case basis, suggesting a controlled approach.
- •Significant restrictions and U.S. supply priorities limit the volume of GPUs that can be exported.
“The U.S. may allow shipments of rather powerful AI processors to China on a case-by-case basis, but with the U.S. supply priority, do not expect AMD or Nvidia ship a ton of AI GPUs to the People's Republic.”