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China has conditionally approved its leading AI startup DeepSeek to purchase Nvidia’s H200 artificial intelligence chips, a move that could significantly shape China’s next phase of AI development — and intensify US-China tech scrutiny.
What Happened
Chinese authorities granted conditional approval for DeepSeek to buy Nvidia’s H200 AI chips
Regulatory conditions are still being finalised, according to sources
Approvals were issued by China’s industry and commerce ministries, with conditions set by the National Development and Reform Commission
The H200 is Nvidia’s second most powerful AI chip and has become a sensitive focal point in US–China tech relations.
Bigger Picture: Not Just DeepSeek
Reuters previously reported that:
ByteDance
Alibaba
Tencent
were also given approval to collectively purchase over 400,000 H200 chips, though shipments remain subject to final regulatory sign-off.
Nvidia: Licence Still in Progress
Nvidia CEO Jensen Huang said the company has not yet received confirmation, adding that China appears to still be finalising licences.
Key point: Even with US export clearance, China has the final say on whether the chips can be imported.
Why This Matters
US has already cleared H200 exports to China
Beijing’s approval — not Washington’s — has been the real bottleneck
Any DeepSeek purchase could trigger scrutiny from US lawmakers
A senior US lawmaker recently alleged Nvidia may have assisted DeepSeek in refining AI models later used by China’s military — a claim Nvidia has not publicly addressed.
DeepSeek’s Strategic Timing
DeepSeek gained global attention last year by releasing low-cost AI models that rivalled US competitors such as OpenAI.
The company is expected to:
Launch its next-generation V4 AI model in mid-February
Feature advanced coding capabilities, increasing demand for high-end chips like the H200
Bottom Line
China’s conditional approval marks a potential breakthrough — but not a green light yet.
Final regulatory conditions will determine whether DeepSeek and other Chinese tech giants can access Nvidia’s most advanced AI hardware, with geopolitics, national security, and AI leadership all in play.
Quick Summary
China conditionally approves DeepSeek’s H200 chip purchase
Final terms still pending regulatory review
US approval alone isn’t enough — Beijing decides
Deal may attract US political scrutiny
DeepSeek’s V4 AI launch expected mid-February
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