Market Chatter: Nvidia to Face US Export License Shortage Under New Rule

MT Newswires Live01-16

Nvidia (NVDA) will face a constrained number of US export licenses to sell its H200 artificial intelligence processors in China due to a tight supply of memory chips, Bloomberg reported Thursday, citing US Representative John Moolenaar.

Moolenaar said in a letter to US Commerce Secretary Howard Lutnick that the shortage of dynamic random-access memory is an "immediate challenge" posed by the new licensing conditions, according to the report.

Under the new rules, companies must confirm that any China sales will not create lags for US AI chip buyers or redirect foundry capacity that could be used to fulfill American orders, the report said.

A spokesperson for Nvidia told Bloomberg that the company's "supply chain and can serve all approved H200 orders without impacting other products or customers."

Nvidia did not immediately respond to MT Newswires' request for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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