China May Allow Nvidia H200 Chip Purchases For Top AI Firms
Chinese officials may approve fewer than 200,000 H200 chips for top AI firms as demand rises and cybersecurity concerns persist, the Information reported.
- On Wednesday, China indicated it may allow top AI firms including Alibaba Group, ByteDance, and DeepSeek to purchase a limited quantity of Nvidia H200 chips, according to the Information.
- Beijing previously delayed imports over concerns American-designed processors would hinder its indigenous chip industry and pose cybersecurity risks, even as local labs struggle to meet growing computing needs.
- While the United States government licensed Nvidia to export these processors, Chinese officials require companies to specify their exact chip needs and usage justifications before granting final approval.
- Nvidia shares climbed 3.7 per cent on Wednesday following the report, though authorities are still determining total allocation, which may end up being less than 200,000 chips.
- These processors remain a geopolitical flashpoint as Nvidia works toward releasing its Rubin line in the second half of 2026, while China advocates against politicisation of technological issues.
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China plans to allow major artificial intelligence (AI) companies to purchase a limited amount of U.S. Nvidia H200 chips, a sign that the country is easing restrictions on U.S. coveted technology, according to The Information website report. Exclusive material for subscribers. To have full access, access the link of the material and register.
(San Francisco = Yonhap News) Correspondent Kwon Young-jeon = The Chinese government plans to allow major domestic artificial intelligence (AI) companies to purchase Nvidia's AI chip 'H200'...
China plans to let top AI firms buy limited Nvidia H200 chips: Report
China plans to permit its leading artificial intelligence companies to acquire Nvidia's H200 chips. Officials have informed Alibaba, ByteDance, and DeepSeek about potential upcoming permissions. Nvidia has already secured licenses from the United States government for these sales. The chip giant's shares saw a slight increase following this news report. Companies and the Commerce Department have not yet provided immediate comments.
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