Nvidia Plans H200 Chip Shipments to China by Mid-February
This article was first published on: GuruFocus.
Nvidia (NVDA, Financials) plans to launch Sending H200 AI chips to China by mid-FebruaryAccording to people familiar with the matter. The US chipmaker expects to deliver 5,000 to 10,000 modules, equivalent to approximately 40,000 to 80,000 H200 chips from existing inventory.
The shipments would be the first since Washington eased restrictions on the sale of artificial intelligence chips to China, allowing exports with a 25% tariff. The policy change marks a reversal of previous limits under the Biden administration, which banned sales of advanced chips due to national security risks.
Nvidia has informed Chinese customers that it will open new production capacity for H200 orders in the second quarter of 2026, but the plan still needs Chinese regulatory approval. Part of Nvidia’s Hopper series, the H200 remains widely used in AI data centers despite being replaced by the company’s newer Blackwell chips.
The company’s move comes as Chinese technology firms, including Alibaba Group and ByteDance, seek access to high-performance processors due to domestic shortages. Approval from Beijing would give them much more powerful AI computing capabilities than existing domestic alternatives.
