Memory Shortage Threatens Nvidia's China AI Chip Ambitions

Nvidia Corp. (NASDAQ:NVDA) faces a fresh constraint on its China business as a global shortage of advanced memory chips threatens to limit U.S. export licenses for its H200 AI processors, raising near-term risks to sales growth just as demand for AI hardware remains red-hot. Tight supplies of advanced memory are likely to cap how many export licenses Nvidia can obtain to sell its H200 artificial intelligence processors to customers in China, according to Rep. John Moolenaar, the top Republican o