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Nvidia Restarts H200 Chip Production for China After US Export Approval

Nvidia received export licenses from U.S. and Chinese regulators and is fulfilling multiple purchase orders for its H200 AI chips under export controls.

  • At the GTC developers conference in San Jose on March 17, 2026, Nvidia CEO Jensen Huang said the company is restarting production of its H200 chips for some customers in China.
  • After months of halted production, Nvidia restarted because U.S. export licences were granted in February following a December deal between President Donald Trump and Xi Jinping, easing prior curbs.
  • Chinese authorities have approved purchases by ByteDance, Tencent, Alibaba, and Deepseek, and Huang told reporters 'We have received purchase orders from many customers, and we're in the process of restarting our manufacturing.'
  • Despite resumed shipments, Nvidia had already taken a $5.5 billion charge and assumed no China data-center revenue in its quarterly guidance.
  • The H200 deal specifies the U.S. Commerce Department takes a 25% cut of sales while Blackwell and Rubin chips remain banned under U.S. licence conditions including shipment caps and third-party testing.
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US President Donald Trump said in December that it would allow the sale of H200 for "approved" customers in China since the US government received 25% of sales

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El Economista broke the news in on Tuesday, March 17, 2026.
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