About 600,000 Nvidia H200s are sitting here in Hong Kong, where I live.
Not because Washington blocked them. Trump already approved the exports.
Beijing won't let the large shipments in. Why? To teach a lesson to Chinese hyperscalers that didn't listen to its invitation to…
— JustDario (@DarioCpx) November 11, 2026
Factcheck:
The 600,000 H200s in Hong Kong claim matches a Nov 5 Reuters exclusive citing sources familiar with the matter. Trump admin approved limited exports of the chips to approved Chinese buyers; Beijing is withholding large-scale import clearances to limit US tech reliance and favor domestic chips. Small batches (~10k each to some majors) have entered.
Alice Huang faces US intel allegations of acting as a Chinese asset who helped move large chip volumes via networks while close to Jensen Huang. Investigations continue; China denies the spy claims.
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