Nvidia H200 Sales to ByteDance Pending KYC Approval Amid U.S. Export Conditions

As of February 4, 2026, the Trump administration is prepared to approve a license enabling ByteDance to purchase Nvidia's H200 AI chips, contingent on compliance with proposed Know-Your-Customer (KYC) and export restrictions. However, Nvidia has not yet accepted the conditions as drafted, according to a person familiar with the matter. Nvidia is concurrently negotiating terms for licensing H200 sales to Chinese companies, emphasizing that the U.S. government is the arbiter of compliance. A spokesperson stated the company cannot independently accept or reject conditions, and that overly restrictive KYC requirements could drive demand overseas to alternatives. The Commerce Department has not issued a public comment, while ByteDance has not been immediately reached for comment. If security concerns are resolved, sales of H200 and similar AMD chips to China are expected to proceed.