Nvidia (NVDA) Stock: Gains as Blacklisted Chinese University Buys H200 Chips

TLDR

• Nvidia shares climb 2.48% as Chinese university purchases restricted H200 chips.
• Blacklisted Northwestern Polytechnical University buys two H200 chips for $123,000.
• Reuters records reveal Chinese suppliers provided restricted Nvidia AI hardware.
• US export rules still restrict H200 chip access for blacklisted institutions.
• Congress seeks tighter chip controls as Nvidia faces fresh scrutiny in Washington.

Nvidia (NVDA) stock gained 2.48% to $172.98, adding $4.18 amid strong buying momentum despite retreating from highs near $175. Meanwhile, new procurement records revealed that a blacklisted Chinese university purchased Nvidia’s advanced H200 artificial intelligence chips. The purchases raised fresh questions about US export controls and China’s access to advanced computing technology.

NVIDIA Corporation, NVDA

Blacklisted Chinese University Secures Nvidia H200 AI Chips

Northwestern Polytechnical University purchased two Nvidia H200 chips for 874,700 yuan, approximately $123,000, according to Reuters. An October 21 procurement record identified Shaanxi Bosuan Network Technology as the supplier for the university’s management school. The transaction occurred despite US restrictions on technology exports to institutions linked to Chinese military research.

The university belongs to China’s Seven Sons of National Defense, a group of institutions supporting defense research. Its research activities cover military aircraft, missile systems, and satellite technology for China’s aerospace sector. Consequently, Washington has maintained strict technology export restrictions against the university for more than two decades.

The US Commerce Department placed Northwestern Polytechnical University on its Entity List in 2001 over proliferation concerns. Officials tightened these restrictions in 2019 and established stricter licensing requirements for controlled American technology. However, the university continued obtaining advanced Nvidia computing resources through Chinese technology suppliers.

Nvidia AI Chip Access Expands Through Chinese Suppliers

Reuters examined 26 Chinese procurement and corporate records showing purchases and rentals involving restricted Nvidia processors. These records revealed that several universities obtained advanced computing services through domestic technology providers. Some institutions also maintained research relationships with China’s military and aerospace industries.

Northwestern Polytechnical University secured two seven-month contracts in January for servers containing eight H200 processors each. The contracts covered artificial intelligence model training, including reinforcement learning and model fine-tuning. Additionally, university departments rented computing resources containing Nvidia A100 and A800 processors.

Other Chinese institutions also purchased restricted Nvidia hardware through local suppliers during 2026. Shenzhen University acquired three H100 processors, while Beihang University purchased four A800 chips in April. These transactions demonstrated continuing demand for advanced American computing hardware across China’s research institutions.

Nvidia Faces Greater Scrutiny Over US Export Controls

The Trump administration introduced case-by-case export approvals for certain H200 shipments to China in January. However, the policy maintained separate restrictions against blacklisted organizations and military end users. Federal requirements also sought to prevent restricted institutions from remotely accessing approved computing systems.

Nvidia CEO Jensen Huang has supported continued chip sales to Chinese customers under American regulations. He argues that commercial access helps maintain US technological leadership and China’s reliance on American technology. Lawmakers have raised concerns about potential military applications involving advanced artificial intelligence processors.

Congressional leaders have proposed stronger chip tracking requirements and greater oversight of technology exports to China. Separately, three Republican committee chairmen requested a November 18 briefing with Huang concerning reported foreign intelligence contacts. These developments have increased political pressure on Nvidia as Washington reviews access to advanced American semiconductor technology.

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