IBM System Storage Ideas Portal


This portal is to open public enhancement requests against IBM System Storage products. To view all of your ideas submitted to IBM, create and manage groups of Ideas, or create an idea explicitly set to be either visible by all (public) or visible only to you and IBM (private), use the IBM Unified Ideas Portal (https://ideas.ibm.com).


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Welcome to the IBM Ideas Portal (https://www.ibm.com/ideas) - Use this site to find out additional information and details about the IBM Ideas process and statuses.

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Status Submitted
Workspace Storage Copy Data Management
Created by Guest
Created on Nov 15, 2026

RELATED IDEAS

Chip Shipment Custody Ledger

PROBLEM: The first H200 license, granted in February 2026, covered small amounts and required the chips to be inspected in the United States first — which is why they carry a 25% import tariff. By August 2026 Nvidia disclosed that China's government had restricted sales of the licensed H200s, that it had taken a $0.4 billion H200 charge, and that licensed shipments were less than 1% of its latest quarterly Data Center revenue — while roughly 600,000 H200 chips sat stockpiled in Hong Kong awaiting Chinese import approval. There is no custody ledger following a licensed chip from U.S. inspection to its final destination.

SOLUTION: A chip shipment custody ledger: every licensed H200 shipment logged with its inspection record, tariff treatment, stockpile location, import-approval status, and final delivery — so a licensed chip is tracked to its destination, not lost between two governments' approvals.

EVIDENCE BASIS: DOCUMENTED — Nvidia Form 10-K FY2026 (first H200 license, small amounts, U.S. inspection, 25% tariff); Nvidia filings, August 2026 (China restricted licensed H200 sales; $0.4 billion H200 charge; licensed shipments under 1% of quarterly Data Center revenue). The ~600,000-chip Hong Kong stockpile is REPORTED (Reuters).

Idea priority Low

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