Nvidia Corp. shares fell 0.5% in premarket trading Tuesday after Taiwanese server manufacturer Inventec Corp. indicated potential delays in shipping Nvidia’s H200 artificial intelligence chips to China.
Inventec President Jack Tsai stated the H200 chip’s status in China “appears to be stuck on the China side,” adding the outcome “depends on the political direction.” Tsai confirmed Inventec must adhere to all regulations. The company, which manufactures notebooks and AI servers, utilizes Nvidia components like the H200 in its systems and produces servers for Chinese customers primarily at its Shanghai facility. Inventec plans to maintain client communication and proceed with shipments if permitted, but noted “there is nothing we can do” if blocked.
The U.S. government approved H200 chip exports to China last week. However, Chinese customs officials have reportedly informed agents the chip is not authorized for entry into the country, raising questions about a potential formal ban or temporary hold.
Global stocks declined, with U.S. futures falling. Nasdaq and S&P 500 futures each dropped more than 1% as President Donald Trump intensified efforts to acquire Greenland and threatened tariffs on European nations. A strategist at Capital.com suggested such tensions might become “self-limiting” if markets react strongly.
Nvidia is scheduled to report its fiscal year 2026 fourth-quarter earnings on Feb. 25.
