US COMMERCE SECRETARY LUTNICK STATES THAT NVIDIA'S H200 CHIPS HAVE NOT BEEN SOLD TO CHINA YET.

U.S. Commerce Secretary Lutnick confirmed that NVIDIA's H200 chips have not yet been sold to China, reinforcing ongoing export controls on advanced semiconductor technology. The restriction maintains the existing rate differential in AI hardware access between the U.S. and China, preserving a strategic technological edge while limiting near-term revenue potential for NVIDIA in the Chinese market. This development supports relative outperformance in U.S.-listed AI infrastructure equities while increasing pressure on Chinese firms to accelerate domestic alternatives, benefiting SMIC and other local semiconductor producers through forced substitution. Investors will watch the next quarterly earnings call from NVIDIA for commentary on approved shipment volumes to China using older chip variants. A potential shift could emerge if the U.S. grants limited licenses for H200 exports under revised national security assessments.

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