US EditionNvidia considers increasing H200 chip output due to robust China demand, sources say
Nvidia considers expanding H200 chip output after Chinese orders surpassed supply amid U.S. export approval with a 25% fee, driven by unmatched chip performance.
- On Tuesday, Nvidia told Chinese clients it is evaluating adding H200 AI chip production after orders exceeded current output, following U.S. approval with a 25% export fee and interest from Alibaba and ByteDance.
- Chinese firms are pressing for H200s because it is the fastest AI chip deployed last year, with compute performance 2-3 times that of top domestic accelerators, Nori Chiou said.
- Very limited quantities of H200 are in production as Nvidia prioritizes Blackwell and Rubin lines, and expanding output would face stiff competition for memory and packaging from other designers and Nvidia itself.
- Chinese officials convened emergency meetings on Wednesday to discuss bundling H200 purchases with domestic chips, while Nvidia shares gained premarket but pared after Beijing regulators’ talks.
- Supply concerns mean the H200's power surpasses domestic AI chips, analysts warn, and expanded exports would strain TSMC capacity plus memory and packaging resources.
19 Articles
19 Articles
Nvidia considers increasing H200 chip output due to robust China demand, sources say
Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.
Times of India
The Business StandardNvidia considers increasing H200 chip output due to robust China demand
Nvidia H200 Chip: Nvidia is considering increasing production of its H200 AI chips due to overwhelming demand from Chinese companies, as the U.S. government permits exports to China. Major firms such as Alibaba and ByteDance are seeking large orders, despite pending approval from Chinese authorities.
NVIDIA Stock News Today (NVDA): China H200 Export Shift, AI Trade Volatility, and the Week-Ahead Outlook — Updated Dec. 12, 2025
Updated: December 12, 2025 (U.S. market close) NVIDIA Corporation (NASDAQ: NVDA) ended this week under pressure as investors reassessed the “AI trade” after volatile reactions to Oracle and Broadcom updates—two read-throughs for data-center demand and the pace of enterprise AI spending. At the same time, a major policy headline reopened debate around NVIDIA’s China opportunity: the U.S. decision to allow exports of NVIDIA’s H200 processors to Ch…
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