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The US government has stopped Nvidia H200 shipments to China and is developing new GPU export licensing requirements. The controls are disrupting AI hardware supply chains while defense partnerships face internal pushback, including OpenAI's robotics leader resigning over Pentagon deals and Anthropic's Pentagon negotiations despite being flagged as a supply chain risk.
The Trump administration's new GPU export controls have forced Nvidia to stop H200 chip production for China, while the company explores a permitting workaround. The restrictions coincide with Anthropic being labeled a supply chain risk despite $10B in Nvidia backing, and OpenAI's robotics chief departing over Pentagon partnerships, revealing deep fractures between commercial AI ambitions and national security imperatives.
The Trump administration has forced Nvidia to halt H200 chip production for China while developing a new permitting system for GPU exports. The regulatory crackdown sent Nvidia and AMD stocks down as the government simultaneously designated Anthropic a supply chain risk despite the AI lab securing $10B from Nvidia and pursuing Pentagon contracts.