Two major Chinese tech giants are making moves to secure Nvidia's latest H200 AI chips following a surprising policy shift. After the Trump administration greenlit exports to China, both companies jumped at the opportunity, though they're now in a holding pattern.

Industry insiders revealed that the firms have been actively positioning themselves to acquire these high-performance chips. The H200 represents a significant leap in AI processing capabilities, making it a hot commodity for companies racing to scale their machine learning operations.

Here's the catch: while Washington gave the nod, Beijing's approval process is still pending. This dual-clearance requirement highlights the complex geopolitical dance that now defines tech supply chains. The waiting game continues as both regulatory frameworks need to align before any shipments can move forward.