Nvidia Targets February H200 Chip Shipments to China Pending Beijing Approval
Nvidia plans to ship between 40,000 and 80,000 H200 AI chips to Chinese clients before the Lunar New Year in mid-February, contingent on Beijing's approval. The chipmaker aims to fulfill initial orders from existing inventory, with production capacity for new H200 chips opening in Q2 2026.
The Biden administration's reversal of Trump-era restrictions allows these sales with a 25% tariff, potentially giving Chinese tech giants like Alibaba and ByteDance access to processors six times more powerful than current H20 models. Market uncertainty persists as regulatory clearance remains pending.