About 600,000 Nvidia (NVDA) chips are stuck in Hong Kong awaiting Beijing's OK. China's Moonshot sought to rent newer ones in Europe.

About 600,000 Nvidia H200 chips remain stored in Hong Kong as they await Beijing's import approval, while Chinese lab Moonshot AI has sought to rent newer Blackwell chips in Europe. Nvidia's latest financial forecast assumes no data center compute revenue from China, and reports indicate the company is examining stricter overseas chip access policies. Open article →