Nvidia Awaits China’s Verdict on H200 Chip Sales as Interest Holds Strong

Nvidia CEO Jensen Huang confirmed ongoing negotiations with Chinese regulators during a Taipei press briefing, revealing the company has yet to receive orders for its H200 AI chips from Chinese buyers pending government approval. The semiconductor giant has engaged both customers and officials but remains in a holding pattern until Beijing finalizes its decision.

"We're hopeful for a favorable outcome," Huang stated, emphasizing Nvidia's readiness to deploy the chips immediately upon clearance. Market demand persists despite the delay, with Chinese firms actively evaluating the H200's capabilities against U.S. export restrictions.

The stalemate underscores the geopolitical tensions reshaping global tech supply chains, as Washington's curbs on advanced AI components collide with China's push for semiconductor self-sufficiency. Nvidia's stock (NASDAQ:NVDA) has weathered similar bottlenecks before, notably when its A800 and H800 chips—modified for compliance—faced abrupt restrictions in October 2023.