Nvidia aims to begin H200 chip shipments to China by mid-February: Reuters
Nvidia plans initial shipments of 40,000 to 80,000 H200 AI chips to major Chinese tech firms, pending approval from Chinese authorities.
- This month Nvidia told Chinese clients it aims to start shipping H200 chips to China ahead of the Lunar New Year, unnamed sources said, while Nvidia and China's Ministry of Industry and Information Technology did not respond.
- U.S. President Donald Trump said this month Washington would allow H200 sales to China with a 25% fee, and Reuters reported last week the Trump administration launched an inter-agency review reversing a Biden administration ban.
- Nvidia plans to fulfil initial orders from existing stock with shipments expected to total 5,000 to 10,000 chip modules, about 40,000 to 80,000 H200 AI chips, and will add capacity with orders opening in the second quarter of 2026.
- Beijing has yet to approve H200 purchases and Chinese officials held emergency meetings earlier this month, considering a proposal to bundle each purchase with domestic chips amid industry concerns.
- For Chinese tech firms such as Alibaba and ByteDance, the H200 would provide processors roughly six times more powerful than the H20, yet Nvidia's focus on Blackwell and Rubin has made H200 supply scarce.
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(Los Angeles = Yonhap News) Correspondent Im Mi-na = American semiconductor company Nvidia will release its artificial intelligence (AI) chip 'H200' before the Lunar New Year holiday in mid-February next year...
Nvidia aims to begin H200 chip shipments to China by mid-February, sources say
Nvidia has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters.
Two senior Democratic lawmakers today sent a letter to the Commerce Department requesting the release of details of the licensing review and approval results for Nvidia's H200 chip, which may be sold to a Chinese company. The H200 is Nvidia's second-most powerful artificial intelligence (AI) chip.
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