U.S. posts official H200 and MI325X AI GPU export rules to China, but with plenty of caveats — a string of requirments greatly limits the total number of GPUs that can be shipped to China

The U.S. Department of Commerce has introduced new export rules for AI and HPC processors to China and Macau, allowing limited shipments of specific accelerators like AMD's Instinct MI325X and Nvidia's H200. However, licenses are granted based on strict criteria, including ensuring U.S. supply priority and limiting shipments to China relative to U.S. volumes. Approved devices must meet specific performance and bandwidth thresholds. The rules also extend beyond specifications, requiring verification by independent U.S. labs and compliance with Know Your Customer and cloud-usage regulations. While the regulations enable older accelerators to be supplied to select Chinese customers, they significantly restrict large-scale exports and disadvantage smaller vendors with limited production capacities.