Selected US AI-chip export-policy events, January 2025 to January 2026
5 selected policy eventsderived
| Value kind | derived — Derived values are guide calculations; their result is only as fixed as the stated inputs, scope, and method. |
|---|---|
| Scope | The guide picked these five events; this is not an official count of every policy change, and the period is in the past. |
| Caveat | On 14 May 2026 Reuters reported that about ten Chinese buyers held approvals for up to 75,000 H200s each and had received none. NVIDIA's 27 August filing confirms limited shipments in its quarter ended 26 July. August reports described about 10,000 deliveries each to ByteDance and Tencent and restrictions tied to deployment in Hong Kong. Those were specific permissions, not a statutory chip cap that applies to every buyer. |
| As of | Jan 2025–Jan 2026 |
| Source | Guide tally of Federal Register and BIS notices and NVIDIA Form 10-Q disclosures (Q1/Q2 FY2026) · Chronological events: January 2025 Diffusion framework issued (https://www.federalregister.gov/documents/2025/01/15/2025-00636/framework-for-artificial-intelligence-diffusion); April 2025 H20 licensing imposed (https://www.sec.gov/Archives/edgar/data/1045810/000104581025000116/nvda-20250427.htm); May 13, 2025 non-enforcement and planned rescission announced (https://www.bis.gov/press-release/department-commerce-announces-rescission-biden-era-artificial-intelligence-diffusion-rule-strengthens); August 2025 selected H20 licences issued (https://www.sec.gov/Archives/edgar/data/1045810/000104581025000209/nvda-20250727.htm); January 15, 2026 qualifying direct US exports to China/Macau moved to case-by-case review (https://www.federalregister.gov/documents/2026/01/15/2026-00789/revision-to-license-review-policy-for-advanced-computing-commodities). |
| Review | checking…review by 2027-10-17 · standard cadence |
| Recorded changes | last 2026-10-12 · 2 revisions tracked |
| Claim id | us-ai-chip-export-policy-changes-in-12-months |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.