Nvidia constrained in China as local AI players strengthen market position

Jingyue Hsiao, DIGITIMES Asia, Taipei Thursday 26 February 2026 0

Credit: AFP

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The controls have already forced Nvidia to take a US$4.5 billion inventory...

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