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.
72 Articles
72 Articles
Nvidia's China Bet Is Back On. Will This Finally Move Its Stock?
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) shares have been stuck in neutral for months, trading in a tight range despite a flood of upbeat news. Concerns over stretched valuations, fading AI hype cycles, and doubts about long-term momentum have kept investors on the sidelines. The company has posted blowout earnings quarter after quarter, expanded its ... Nvidia’s China Bet Is Back On. Will This Finally Move Its Stock?
Nvidia Resumes Manufacturing of H200 Chips for China, CEO Says
Nvidia CEO Jensen Huang said on March 17 that the company is in the process of resuming production of its H200 artificial intelligence chips due to demand from customers in China. “We’ve been licensed for many customers in China for H200. We have received purchase orders from many customers, and we’re in the process of restarting our manufacturing,” Huang said in a press conference. Exports of the H200 chips had previously been restricted by Was…
Nvidia CEO says company firing up H200 production for China
Nvidia has been working to reestablish sales of its AI processors in China, a market that was virtually closed to such products by US export restrictions.
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
Coverage Details
Bias Distribution
- 41% of the sources lean Right
Factuality
To view factuality data please Upgrade to Premium

























