:

US CLEARS 10 CHINESE FIRMS TO BUY NVIDIA H200 CHIPS

AI DESK1 MIN READ
THU, MAY 14, 2026

■ AI-SUMMARIZED FROM 3 SOURCES ▸ TIMELINE

The US government has reportedly authorized 10 Chinese companies to purchase NVIDIA's H200 AI processors, marking a rare exception to strict export controls. Reuters reports NVIDIA has not yet delivered any chips under this approval.

The authorization represents a significant shift in US semiconductor export policy toward China, which has faced sweeping restrictions aimed at limiting Beijing's access to advanced AI hardware. The H200 is NVIDIA's latest high-performance AI accelerator, designed for data center applications. The chip has been in high demand globally as companies race to build AI infrastructure. Details on which companies received approval and purchase volumes remain unclear. The timing of deliveries is also uncertain, with Reuters noting NVIDIA has made no shipments so far. The decision comes amid ongoing trade tensions between the US and China over technology access. Previous restrictions have blocked Chinese firms from buying NVIDIA's most advanced chips, including the H100 and newer models. This approval suggests the Biden administration may be moderating its approach to semiconductor exports, though significant constraints remain in place for cutting-edge AI hardware destined for China.

■ SOURCES

EngadgetBloomberg TechBloomberg Tech

■ SUMMARY WRITTEN BY AI FROM THE LINKS ABOVE

■ MORE FROM THE BIG TECH DESK

Apple is reportedly redesigning the iPhone interface around a redesigned Siri. The overhaul marks a significant shift in how the voice assistant integrates with iOS.

YESTERDAYIndustry Desk

Tencent is shifting strategy toward smaller AI models to compete with Chinese rivals. Executive Vice President Dowson Tong revealed that AI now accounts for over 20% of the company's revenue and generates 95%+ of new internal code.

YESTERDAYAI Desk

Dell reported Q1 revenue of $43.84B, up 88% year-over-year and significantly above the $35.43B analyst estimate. The company also issued FY 2027 guidance above expectations, sending shares up 15% in after-hours trading.

YESTERDAYIndustry Desk

Anthropic, the company behind Claude, has raised $65 billion in funding to reach a $965 billion valuation, surpassing OpenAI as the most valuable AI startup. The massive funding round reflects continued investor appetite for artificial intelligence companies.

YESTERDAYAI Desk

■ SUBSCRIBE TO THE DAILY BRIEF

ONE EMAIL, 5 STORIES, 06:00 UTC. UNSUBSCRIBE ANYTIME.