inference/research
draftlow · 0.40updated 2026-10-04

Secondary export-restricted market: NVIDIA H800 80GB PCIe (bare card, ASKING band)

nvidia · global grey market (China-origin listings)
This record is a draft. Not yet verified. Provisional. Treat every number on this page as provisional.

Fields

id
supply/used-h800-80gb-market
Kind
used-market
Vendor
nvidia
Region
global grey market (China-origin listings)
Channels
marketplace
Price (USD)
41,221
Price basis
USED/secondary-market ASKING prices, bare H800 80GB PCIe cards, USD, observed 2026-10-03. NOT a sold price. Excludes tax/shipping PERISHABLE-FIGURE STAMP (added 2026-10-04, uniform across data/supply/ so it is greppable). PRICE CLASS: ASKING price - the rate at which a seller advertises the item for sale, NOT a sold, completed or realised transaction price. OBSERVED: 2026-10-03 RE-VERIFY BY: 2027-01-04 - the repo's quarterly re-verification bar. After that date this figure is presumed drifted and must be re-checked against its source before it is quoted again. A price without its observation date is noise; this stamp exists so a reader can tell a fresh figure from a stale one without reading prose. UNIT: USED/secondary-market ASKING prices, bare H800 80GB PCIe cards, USD, observed 2026-10-03 READING RULE: No further perishable flag is published for this figure.
Availability
unknown
Lead time source
structural-na
Lead time basis
lead_time_weeks is null because no lead time applies: this is a secondary/auction market priced per listing. What a buyer faces is listing availability at the moment of purchase - the record's availability field is a snapshot of what a seller posted, not a schedulable delivery date - plus whatever shipping the listing states. An auction close date is not a lead time.
Export controlled
yes
Export control regime
EAR 3A090.a / 3A090.b (advanced-computing ICs) + EAR 742.6(a)(6)(iii)(A) (D:5/Macau end-user and ultimate-parent) + EAR 744.23 (Entity List screening) + EAR 744.6 (Unverified/MEU lists)
Export control note
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.
notes
ACCELERATOR-ID CORRECTION (2026-10-03, parent agent): accelerator_ids previously read nvidia-h100-pcie, which is a different part in a different market (H800 is the export-controlled China-market H100 variant with reduced NVLink and FP64). Repointed to nvidia-h800-80gb. NOTE: no nvidia-h800-80gb accelerator record exists in the repo yet -- this is a known dangling reference and should stay a warning, not be silently dropped. OBSERVATION DATE 2026-10-03. Source sup-price-picclick-ebay-asking. OBSERVED: three listings at $33,900 / $41,221.28 (twice - two different sellers running the identical Chinese-language title, so the duplicate is one price quoted twice, not two observations). Effective band $33,900-$41,221 with n_effective=2. Recorded deliberately as its own segment and NOT as an H100: the H800 is the export-control-downgraded Hopper (reduced NVLink/interconnect), it is not an H100, and folding it into an H100 band would import the interconnect restriction into the price. export_controlled is true for the underlying part under the US export-control regime; the listings themselves are third-party resale, whose legality varies by destination. EXPORT CONTROL (2026-10-04, mechanism-level; sources spl-eccn-3a090-ccl, spl-bis-2026-01-advanced-computing-case-by-case, spl-bis-2026-05-d5-guidance): these parts classify under ECCN 3A090.a/.b, whose thresholds are 'total processing performance' (TPP) >= 4800, or TPP >= 1600 with performance density >= 5.92 (the .b band is TPP 2400-4800 with performance density 1.6-5.92, or TPP >= 1600 with performance density 3.2-5.92). The mechanism has THREE layers and all three must be cleared, not just one: (a) LICENSE FOR EXPORT FROM THE US - controlled by the January 2026 rule (91 FR 1684, effective 2026-01-15), which moved TPP < 21,000 AND total DRAM bandwidth < 6,500 GB/s parts from presumption of denial to CASE-BY-CASE REVIEW, but only for exports from the US to end users in China/Macau, and only against six exporter certifications - US supply sufficiency judged 'taking into account normal lead times', no diversion of foundry capacity away from US end users, aggregate China+Macau shipments capped at 50% of US end-use shipments, no end-user prohibition, consignee KYC procedures, and prior verification by a qualified third-party US testing lab of TPP, total DRAM bandwidth, interconnect bandwidth and copackaged DRAM capacity; (b) END-USER AND PARENT-COMPANY SCREENING under 742.6(a)(6)(iii)(A) - per BIS guidance of 2026-05-31 a licence is required where the consignee is HEADQUARTERED in Country Group D:5 or Macau OR ITS ULTIMATE PARENT is so headquartered, EVEN IF the consignee itself is outside D:5/Macau, which means the destination country alone never answers the question; (c) THE LIMITS THAT REMAIN - reexports and in-country transfers of the same chips to China/Macau remain PRESUMPTION OF DENIAL, and exports to D:5/Macau-headquartered or -parented entities remain presumption of denial wherever the buyer sits. The Jan-2025 AI Diffusion Rule was rescinded and not enforced from 2025-05-13, but that rescission did not remove (a) or (b). NOTE SPECIFIC TO H800: this part exists only as an export-control artefact - it was the interconnect-reduced H100 variant NVIDIA built to comply with the Oct-2023 thresholds, and the Oct-2023 rule closed that route. Any H800 in the market is therefore pre-rule stock or diversion, not a currently orderable SKU, which changes what its asking price means: it is a thin, non-repeatable supply, not a price you can plan around for a new deployment. LEAD TIME: null, and deliberately so. A secondary-market LISTING has no lead time - the part either exists on the marketplace on the observation date or it does not, and the seller's dispatch time is not published and not a commitment. This is the opposite failure mode from a distributor: a backordered new part at least carries a distribution window (CDW prints '4-6+ Weeks' on some SKUs, source spl-cdw-published-lead-times-gpu-2026-10), whereas a used listing with no buyer carries nothing at all. The correct consequence for a reader is that used and auction supply cannot be scheduled around and therefore cannot carry a build plan - they are opportunistic capacity, which is the strongest argument in this slice for the renting-over-buying decision. Probe log in source spl-negative-no-oem-publishes-lead-time.

Notes

ACCELERATOR-ID CORRECTION (2026-10-03, parent agent): accelerator_ids previously read nvidia-h100-pcie, which is a different part in a different market (H800 is the export-controlled China-market H100 variant with reduced NVLink and FP64). Repointed to nvidia-h800-80gb. NOTE: no nvidia-h800-80gb accelerator record exists in the repo yet -- this is a known dangling reference and should stay a warning, not be silently dropped. OBSERVATION DATE 2026-10-03. Source sup-price-picclick-ebay-asking. OBSERVED: three listings at $33,900 / $41,221.28 (twice - two different sellers running the identical Chinese-language title, so the duplicate is one price quoted twice, not two observations). Effective band $33,900-$41,221 with n_effective=2. Recorded deliberately as its own segment and NOT as an H100: the H800 is the export-control-downgraded Hopper (reduced NVLink/interconnect), it is not an H100, and folding it into an H100 band would import the interconnect restriction into the price. export_controlled is true for the underlying part under the US export-control regime; the listings themselves are third-party resale, whose legality varies by destination.

EXPORT CONTROL (2026-10-04, mechanism-level; sources spl-eccn-3a090-ccl, spl-bis-2026-01-advanced-computing-case-by-case, spl-bis-2026-05-d5-guidance): these parts classify under ECCN 3A090.a/.b, whose thresholds are 'total processing performance' (TPP) >= 4800, or TPP >= 1600 with performance density >= 5.92 (the .b band is TPP 2400-4800 with performance density 1.6-5.92, or TPP >= 1600 with performance density 3.2-5.92). The mechanism has THREE layers and all three must be cleared, not just one: (a) LICENSE FOR EXPORT FROM THE US - controlled by the January 2026 rule (91 FR 1684, effective 2026-01-15), which moved TPP < 21,000 AND total DRAM bandwidth < 6,500 GB/s parts from presumption of denial to CASE-BY-CASE REVIEW, but only for exports from the US to end users in China/Macau, and only against six exporter certifications - US supply sufficiency judged 'taking into account normal lead times', no diversion of foundry capacity away from US end users, aggregate China+Macau shipments capped at 50% of US end-use shipments, no end-user prohibition, consignee KYC procedures, and prior verification by a qualified third-party US testing lab of TPP, total DRAM bandwidth, interconnect bandwidth and copackaged DRAM capacity; (b) END-USER AND PARENT-COMPANY SCREENING under 742.6(a)(6)(iii)(A) - per BIS guidance of 2026-05-31 a licence is required where the consignee is HEADQUARTERED in Country Group D:5 or Macau OR ITS ULTIMATE PARENT is so headquartered, EVEN IF the consignee itself is outside D:5/Macau, which means the destination country alone never answers the question; (c) THE LIMITS THAT REMAIN - reexports and in-country transfers of the same chips to China/Macau remain PRESUMPTION OF DENIAL, and exports to D:5/Macau-headquartered or -parented entities remain presumption of denial wherever the buyer sits. The Jan-2025 AI Diffusion Rule was rescinded and not enforced from 2025-05-13, but that rescission did not remove (a) or (b). NOTE SPECIFIC TO H800: this part exists only as an export-control artefact - it was the interconnect-reduced H100 variant NVIDIA built to comply with the Oct-2023 thresholds, and the Oct-2023 rule closed that route. Any H800 in the market is therefore pre-rule stock or diversion, not a currently orderable SKU, which changes what its asking price means: it is a thin, non-repeatable supply, not a price you can plan around for a new deployment.

LEAD TIME: null, and deliberately so. A secondary-market LISTING has no lead time - the part either exists on the marketplace on the observation date or it does not, and the seller's dispatch time is not published and not a commitment. This is the opposite failure mode from a distributor: a backordered new part at least carries a distribution window (CDW prints '4-6+ Weeks' on some SKUs, source spl-cdw-published-lead-times-gpu-2026-10), whereas a used listing with no buyer carries nothing at all. The correct consequence for a reader is that used and auction supply cannot be scheduled around and therefore cannot carry a build plan - they are opportunistic capacity, which is the strongest argument in this slice for the renting-over-buying decision. Probe log in source spl-negative-no-oem-publishes-lead-time.

Cross-references