QCT / Quanta Cloud Technology GPGPU servers (ODM route)

NEGATIVE, DELIBERATELY NOT STRUCTURAL: this is a quote-only channel - no price and no lead time is published on any page, checked 2026-10-04 per source spl-negative-no-oem-publishes-lead-time. The lead time exists inside a sales conversation; it is simply not printed. Contrast with the on-demand cloud records, where null means the concept does not apply.

EAR 742.6(a)(6)(iii)(A) + EAR 744.23 (Entity List) + EAR 744.6 (Unverified / MEU lists) + EAR Regional Stability (RS) controls for Country Groups D:1, D:4, D:5 (88 FR 73458, Oct 2023)

LAYER 1, EXPORT LICENCE: under the Jan 2026 BIS rule 91 FR 1684 (effective 2026-01-15) the license review policy for advanced-computing commodities with TPP < 21,000 AND total DRAM bandwidth < 6,500 GB/s - the NVIDIA H200 and AMD MI325X are the rule's named examples - moved from PRESUMPTION OF DENIAL to CASE-BY-CASE REVIEW, but only for exports FROM THE UNITED STATES to end users located in China or Macau, and only against six exporter certifications filed via SNAP-R before shipment: (1) items below the thresholds with the count of units shipped in the US; (2) sufficient US supply, judged 'taking into account normal lead times'; (3) no diversion of global foundry capacity away from US end users; (4) aggregate China+Macau shipments <= 50% of total US end-use shipments of that product; (5) no end-user or use prohibition; (6) the consignee runs rigorous KYC. Every shipment must then pass a qualified third-party testing lab - US-headquartered, not controlled by a D:5/Macau entity, no ownership stake in any party, qualification revocable by BIS at any time - verifying TPP, total DRAM bandwidth, interconnect bandwidth and copackaged DRAM capacity. Reexports and in-country transfers of the same chips to China/Macau REMAIN PRESUMPTION OF DENIAL. LAYER 2, END-USER AND PARENT SCREENING: per BIS guidance of 2026-05-31 a licence is required where the consignee is HEADQUARTERED in Country Group D:5 (15 CFR part 740 supplement no. 1) or Macau OR whose ULTIMATE PARENT COMPANY is so headquartered - even when the consignee itself sits outside D:5/Macau. The requirement sits at EAR 742.6(a)(6)(iii)(A) for destinations outside the US, with an exception available only under the license exception at 740.2(a)(9)(ii). The destination country alone therefore never answers the question; screen the parent. LAYER 3, REMAINING LIMITS: exports to D:5/Macau-headquartered OR -parented entities stay PRESUMPTION OF DENIAL wherever the buyer sits, and the AI Diffusion Rule that would have set a country-tier structure on who could lawfully buy what was RESCINDED on 2025-05-13 and is not being enforced, so any recorded status rests on the instruments named here rather than on tiering. UPGRADE NOTE: this record's earlier text cited only the Oct 2023 interim final rule (88 FR 73458) and a presumption of denial, with no paragraph and no mechanism. That is retained here as history: what changed is that the Jan 2026 rule (91 FR 1684) carved the TPP < 21,000 / DRAM < 6,500 GB/s band - which includes the H200 and MI325X on this record - out of presumption of denial into case-by-case review for US exports to China/Macau end users, and that BIS's 2026-05-31 guidance fixed the end-user/parent limb at 742.6(a)(6)(iii)(A).

QUOTE-ONLY. The distinctive and reusable finding here is that QCT, a hyperscale ODM, publishes an explicit reseller/SI channel map by COUNTRY, with partner counts per territory and partner types separated into 'Distributor', 'Distributor / Reseller / System Integrator', 'Reseller / System Integrator', and 'Reseller / System Integrator'. Named examples visible include Siselectron (Duluth GA) and Cambridge Computer (Waltham MA), both US resellers/SIs. Two things this is good for: (1) it is the clearest published evidence that the ODM accelerator route is reseller-mediated rather than direct, and (2) the zero-count countries are a hard constraint - an enterprise in, say, Spain, Spain-count 0, or the UAE, count 0, has no local QCT channel listed at all and must go through a US or EU partner, which changes lead time and support model. QCT's product taxonomy includes an explicit 'GPGPU' rackmount class. Accelerators arrive with the configured system, not as separable SKUs. Note the 'coming soon' tag appearing on some QCT listings: even at the ODM layer new accelerator generations are announced ahead of shippable product. EXPORT CONTROLLED (true). Regime: US BIS advanced-computing export controls (the Oct 2023 interim final rule, 88 FR 73458 - source sup-buy-bis-2023-advanced-computing-controls), which put datacenter accelerators under ECCN 3A090/4A090, added the advanced-computing Foreign Direct Product (FDP) rule, and extended Regional Stability (RS) controls to Country Groups D:1, D:4 and D:5. For items destined to Macau or Country Group D:5 the rule applies a PRESUMPTION OF DENIAL; other RS destinations get a presumption of approval. Practical effect: which accelerator you can legally be sold, and which SKU counts as compliant, is set by destination and end user - not by the channel. LEAD TIME: null and it is an EXPLICIT NEGATIVE, checked 2026-10-04. This is a quote-only channel - no price and no lead time is published on any page, and AGENTS.md forbids inventing an unsourced number, so the field stays null with the reason recorded. The negative is itself a procurement fact: a channel that will not state a lead time is a channel where the lead time is set by whatever allocation you happen to have, and it is exactly the kind of number to ask for in writing before signing. Probe log and per-vendor detail in source spl-negative-no-oem-publishes-lead-time; the one figure published anywhere in this chain is AWS's 8-week MAXIMUM Capacity Block booking horizon, which is a commitment ceiling rather than a delivery time. EXPORT CONTROL REGIME: SCHEME RECLASSIFIED (2026-10-04): was a bare boolean plus 'EXPORT CONTROLLED (true). Regime: the Oct 2023 interim final rule, 88 FR 73458' with no paragraph, no mechanism and no expiry. Now recorded as a citation plus the three-layer mechanism.