Military - linked Chinese university bought Nvidia H200 chips despite US blacklist , records show
Published . Updated .
Key takeaways
- A Chinese university with deep ties to the People’s Liberation Army bought Nvidia’s powerful H200 AI chips last month despite being on a US export blacklist, procurement records show
- Exposed: NVDA
- Market reaction: NVDA −4.5% on the day
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A Chinese university with deep ties to the People’s Liberation Army bought Nvidia’s powerful H200 AI chips last month despite being on a US export blacklist, procurement records show
Directly affected
- NVDA Nvidia-8.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- FXI iShares China Large-Cap ETF-2.2% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”).
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-10.2% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
- AVGO Broadcom+0.5% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +4.45% | +2.76% | base | -4.48% | after close | after close | after close |
| SMH | -12.00% | -3.92% | base | -1.04% | after close | after close | after close |
| SOXX | -15.74% | -5.53% | base | -0.29% | after close | after close | after close |
| ITA | -7.07% | -2.20% | base | -2.16% | after close | after close | after close |
| QQQ | -6.13% | -1.68% | base | -0.32% | after close | after close | after close |
| FXI | +2.96% | +2.17% | base | -1.30% | after close | after close | after close |
| ASML | -11.40% | -1.39% | base | -2.42% | after close | after close | after close |
| TSM | -14.72% | -5.94% | base | -1.86% | after close | after close | after close |
| AVGO | -15.64% | -7.52% | base | +5.42% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Source: thehindu.com
Nvidia (NVDA) compared with industrial stocks (XLI) since 12 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| ASML | that day | -2.42% | final price |
| ASML | three days earlier | -1.39% | final price |
| ASML | five days earlier | -11.40% | final price |
| AVGO | that day | +5.42% | final price |
| AVGO | three days earlier | -7.52% | final price |
| AVGO | five days earlier | -15.64% | final price |
| FXI | that day | -1.30% | final price |
| FXI | three days earlier | +2.17% | final price |
| FXI | five days earlier | +2.96% | final price |
| ITA | that day | -2.16% | final price |
| ITA | three days earlier | -2.20% | final price |
| ITA | five days earlier | -7.07% | final price |
| Nvidia (NVDA) | that day | -4.48% | final price |
| Nvidia (NVDA) | three days earlier | +2.76% | final price |
| Nvidia (NVDA) | five days earlier | +4.45% | final price |
| QQQ | that day | -0.32% | final price |
| QQQ | three days earlier | -1.68% | final price |
| QQQ | five days earlier | -6.13% | final price |
| SMH | that day | -1.04% | final price |
| SMH | three days earlier | -3.92% | final price |
| SMH | five days earlier | -12.00% | final price |
| SOXX | that day | -0.29% | final price |
| SOXX | three days earlier | -5.53% | final price |
| SOXX | five days earlier | -15.74% | final price |
| TSM | that day | -1.86% | final price |
| TSM | three days earlier | -5.94% | final price |
| TSM | five days earlier | -14.72% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 20 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 36 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 41 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 20 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 34 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 51 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 79 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 30 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 49 days before publication. Filed 1 Nov 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Nvidia (NVDA) on one side of this defense story
Companies mentioned with this story
- NVDA Nvidia
For “Military - linked Chinese university bought Nvidia H200 chips despite US blacklist , records show,” Nvidia (NVDA) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
How defense news reaches Nvidia (NVDA)
On 12 Nov 2026, “Military - linked Chinese university bought Nvidia H200 chips despite US blacklist , records show” is the story that connects Nvidia (NVDA) to Defense.
What ties Nvidia (NVDA) to the headline is this: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
Price levels for Nvidia (NVDA)
NVDA traded between 200.92 and 239.08 across 20 sessions. The latest close on file is 206.56.
How strong the case is around Nvidia (NVDA)
14 out of 100
“Military - linked Chinese university bought Nvidia H200 chips despite US blacklist , records show” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.