A New York Times investigation published Nov. 7, 2026, and summarized by Wccftech and Biggo, reported that New Matrix’s registered Beijing premises appeared vacant even though the company had been approved to assemble Nvidia H200 chips for unspecified clients. The reported authorization covered an assembler role, not approval as an end user.
NeoTeo previously covered reports of H200 shipments to ByteDance and Tencent. This story concerns a separate point in the supply chain: what New Matrix’s reported authorization allowed it to do.
What the New Matrix account describes
The reported site visit described exposed wiring and no company listing in the building directory. Biggo also reported that property staff did not recognize New Matrix. These observations concern the company’s registered Beijing address.
Wccftech reported that New Matrix and Maginfra were authorized to assemble H200 chips into servers for unspecified clients, rather than cleared as end users. The authorization described an intermediary’s role; the eventual clients were not named in that account.
What case-by-case review covered
Biggo described a Jan. 15, 2026, Bureau of Industry and Security (BIS) rule that moved H200 and other covered chips from a presumption of denial to case-by-case review for exports to China. Its account says applicants had to screen customers, guard against unauthorized remote access, and demonstrate that exports would not displace U.S. supply or divert foundry capacity. It also reported that a U.S. third-party lab would verify chip specifications before shipment and that infrastructure-as-a-service providers had to report remote-user lists to BIS.
Biggo reported that the Commerce Department said applications receive national-security review and cited enforcement efforts. The account also said Nvidia spokesperson John Rizzo rejected the suggestion that China’s military relies on American technology.
An assembler’s authorization describes a role in the supply chain; it does not name the customer receiving the finished system.
China’s reported end-use plan was separate
In a Jan. 8, 2026, report, Bloomberg Television said China planned to allow some H200 imports for commercial use while excluding military use, sensitive government agencies, critical infrastructure, and state-owned enterprises. Those reported end-use limits concerned China’s plans for imports, separate from U.S. export licensing.
As of its Nov. 8, 2026, publication, Biggo reported no public evidence that H200 chips approved for New Matrix had reached unauthorized recipients and no prosecutions over the matter.
