Nvidia Rushes to Meet Surging Chinese Demand for H200 AI Chips
6 Articles
6 Articles
AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains
NEW YORK, January 2, 2026, 10:13 ET — Regular session Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units (GPUs), chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia’s current i…
Evening digest: Nvidia China surge, Trump crypto push, Bitcoin breakout watch
Markets are looking to kick off the year with a volatile mix of tech, geopolitics, speculative finance, and protectionism. Nvidia is racing to meet surging Chinese demand for its H200 AI chips amid shifting export politics, while Trump Media leans into crypto with a controversial shareholder token. India tightens trade defenses to shield steel inputs, and Bitcoin coils near a critical breakout level, setting the stage for sharp moves across equi…
Nvidia races to fill 2 million chip shortfall for Chinese tech giants
Following approval by the Trump administration, Nvidia is ramping up production of H200 AI chips after China ordered over 2 million units, while the company holds only 700,000 in stock and seeks TSMC’s assistance to meet demand, according to Reuters. The U.S. approval enabled exports of Nvidia’s H200 processors to China, prompting the immediate placement of a large order exceeding 2 million units by Chinese customers. This development occurs des…
Nvidia orchestrates an industrial and software strategy designed to preserve its presence on the Chinese market while controlling the rise of local actors. In addition to the first deliveries of H200 licensed under conditions, a tactic is added that consists of accepting constraints and transforming restrictions into economic lever and imposing the sustainable software ecosystem [...] The post Nvidia relaunches the delivery of GPU H200 in China …
Coverage Details
Bias Distribution
- There is no tracked Bias information for the sources covering this story.
Factuality
To view factuality data please Upgrade to Premium

