Provenance Record

Excellent Analysis-category piece. Multi-source corroboration of every fact. Honest hedging ('pause is informal — a directive to Chinese buyers, not an explicit ban'). Strong analytical layer in the political-economy section about the unusual 25%-Treasury-cut structure. Length appropriate for Analysis (1347 words). Both internal cross-references to /article/2026-02/16-zhipu-ais-glm-5 and /article/2026-03/29-alibaba-unveils-xuantie-c950 verified.

{"source-0":{"url":"https://www.bnnbloomberg.ca/business/2026/05/14/us-clears-h200-chip-sales-to-10-china-firms-as-nvidia-ceo-looks-for-breakthrough/","snapshot":"source-0.html.gz","status":"Reuters via BNN Bloomberg. Verifies the 75,000-per-buyer cap, Alaska pickup of Huang, ten-buyer scope, Lenovo + Foxconn as distributors."},"source-1":{"url":"https://www.tomshardware.com/tech-industry/trump-says-china-is-blocking-h200-purchases","snapshot":"source-1.html.gz (Archive.org fallback)","status":"Tom's Hardware. Verifies Trump 'chose not to / develop their own' quote verbatim, Lutnick Huawei-substitution framing verbatim, third-party inspection + 25% Treasury fee structure, 95%→essentially-zero market-share characterization, $3.5-4B revenue restoration analyst estimate."},"source-2":{"url":"https://www.techtimes.com/articles/316674/20260515/trump-xi-close-beijing-summit-warm-rhetoric-nvidia-h200-deliveries-remain-stalled-rare-earth.htm","snapshot":"source-2.html.gz","status":"Tech Times. Verifies 'not a single Nvidia H200 chip has shipped' framing, Trump 'lot of different problems were settled' quote, 50% rare-earth shortfall, Bessent 'emergency communication system' quote verbatim, full 145%→30% / 125%→10% trade-truce tariff figures."},"source-3":{"url":"https://www.thenationalnews.com/future/technology/2026/05/14/nvidia-china-h200-trump/","snapshot":"source-3.html.gz","status":"The National. Verifies Huang 'benefits of spreading US technology' framing verbatim, Chris McGuire 'triple the amount of AI computing power' quote verbatim."},"source-4":{"url":"https://www.pbs.org/newshour/world/who-was-on-trumps-plane-to-china-elon-musk-nvidia-ceo-and-more","snapshot":"source-4.html.gz","status":"PBS NewsHour. Verifies the full Air Force One delegation list — Musk, Cook, Fink, Schwarzman, Sikes, Fraser, Solomon, Culp, Mehrotra, Amon, McInerney, Thaysen, Miebach, Anderson, McCormick, Ortberg — name-by-name."},"source-5":{"url":"https://www.scmp.com/tech/big-tech/article/3353573/alibaba-tencent-signal-ai-spending-surge-despite-earnings-pressure-china-chips-ramp","snapshot":"source-5.html.gz","status":"SCMP. Verifies Tencent Q1 31.9B yuan capex + 63% QoQ jump, Wu 'isn't a single card on our service that is idle' Alibaba quote verbatim, 165B yuan 2027 Goldman Sachs Tencent forecast."},"source-6":{"url":"https://www.thenews.com.pk/latest/1402557-tencent-alibaba-turn-to-local-ai-chips-as-nvidia-uncertainty-grows","snapshot":"source-6.html.gz","status":"The News International. Verifies Alibaba T-Head 'scaled mass production' + 'compute scarcity / structural advantage' quote verbatim, Mitchell 'dramatically increase capital spending / month by month' quotes verbatim."},"source-7":{"url":"https://www.cfr.org/expert-brief/consequences-exporting-nvidias-h200-chips-china","snapshot":"source-7.html.gz","status":"CFR primary policy analysis. Verifies the December 8 announcement date, '25 percent of the revenue would go to the U.S. government as a tax' verbatim, the 'other tech companies like Intel would be offered a similar opportunity' framing."},"source-8":{"url":"https://thenextweb.com/news/nvidia-h200-china-licences-huang-beijing-trip","snapshot":"source-8.html.gz","status":"The Next Web. Verifies the 75,000 per-license cap, 'Order books exist, but the deliveries do not' verbatim, China-share-shrunk-to-5%-from-pre-controls-above-20% framing verbatim, 'green light from Beijing' diplomatic mission framing."}}

Excellent Analysis submission. Every quantitative claim and every direct quote verified verbatim across nine sources: 75,000-chip per-buyer cap (Reuters via BNN Bloomberg + Next Web), Trump 'chose not to / develop their own' Tom's Hardware quote verbatim, Lutnick 'blocked imports... steer investment toward domestic chipmakers like Huawei' verbatim, 'not a single Nvidia H200 chip has shipped' Tech Times framing verbatim, Trump 'a lot of different problems were settled' verbatim, Bessent 'some sort of emergency communication system' verbatim, 145%→30% / 125%→10% trade-truce tariff figures verbatim, Huang 'essentially zero / 95% market share' framing verbatim, $3.5-4B annual revenue restoration estimate verbatim, Huang 'benefits of spreading US technology' verbatim, Chris McGuire 'triple the amount of AI computing power' verbatim. Earnings detail: Tencent Q1 31.9B yuan capex / +63% / 165B yuan 2027 Goldman forecast verbatim (SCMP), Wu 'isn't a single card on our service that is idle' verbatim, T-Head 'scaled mass production' + 'compute scarcity' + 'structural advantage' verbatim, Mitchell 'dramatically increase capital spending / month by month' verbatim. December 8 + 25% Treasury framework verbatim (CFR), Intel-similar-opportunity language verbatim. Full Air Force One delegation list verified person-by-person against PBS NewsHour. Both internal cross-references (Zhipu GLM-5 Feb article and Xuantie C950 March article) verified to exist. The article also correctly hedges: 'pause is informal — a directive to Chinese buyers, not an explicit ban'.