US licenses ZTE to buy Nvidia H200 chips

The US government has granted Chinese telecom firm ZTE a license to purchase restricted Nvidia H200 AI chips, joining Alibaba, Tencent, and ByteDance with access to Hopper-generation hardware. Chinese regulators and domestic procurement rules may still limit how much ZTE actually buys.

Why it matters: Signals continued easing of US chip export controls to major Chinese tech firms despite ongoing national security concerns.