University of Kwazulu-Natal

Nvidia Aims To Begin H200 Chip Shipments To China By Mid February Cnbc

Bonisiwe Shabane
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nvidia aims to begin h200 chip shipments to china by mid february cnbc

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. The U.S. chipmaker plans to fulfil initial orders from existing stock, with shipments expected to total 5,000 ‍to 10,000 chip modules — equivalent to ‍about 40,000 to ‍80,000 H200 AI chips, the first and second sources... Nvidia has also told Chinese clients that it plans to add new production capacity for the chips, with orders for that capacity opening in ‌the ‌second quarter of 2026, the third source said. Significant uncertainty ​remains, as Beijing has yet to approve any H200 purchases and the timeline could shift depending on government decisions, the sources said. "The whole plan is contingent on government approval," the third source said.

"Nothing is certain ⁠until we get the official go-ahead." The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 5,000 to 10,000 chip modules – equivalent to about 40,000 to 80,000 H200 AI chips, the ⁠first... Nvidia has also told Chinese clients that it plans to add new production capacity for the chips, with orders for that capacity opening in the second quarter of 2026, the third source said. Significant uncertainty remains, as Beijing has yet to approve any H200 purchases and the timeline could shift depending on government decisions, the sources said. The whole plan is ‍contingent on government approval, the third source said, adding that nothing was certain until the official go-ahead.

By commenting, you agree to the Prohibited Content Policy By commenting, you agree to the Prohibited Content Policy U.S. policy reversal opens the door for mid-February exports. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.

Nvidia is preparing to deliver up to 80,000 H200 AI chips to China before the Lunar New Year holiday — marking the first time this level of silicon would be legally exported to the... The shipments are scheduled for mid-February and will be drawn from existing inventory, according to Reuters. The company says it can meet initial demand for 5,000 to 10,000 H200 modules, pending government approval in Beijing. The deal would give Chinese firms access to a GPU that dramatically outpaces the H20 variant, which was designed to bypass U.S. restrictions. The H200 is a Hopper-based part that Nvidia had mostly sidelined in favor of its newer Blackwell and Rubin architectures.

But following a recent policy reversal by the Trump administration, the H200 has reemerged as a politically viable and commercially strategic export part, provided recipients are vetted and a 25% revenue share is paid... Treasury. NVIDIA has informed customers in China of its intention to start shipping H200 processors in mid-February, 2026, sources close to the chipmaker have said. According to Yahoo Finance, news of NVIDIA’s H200 China shipments also included information that the company will be expanding production capacity for the chips. The U.S. chipmaker will open orders for the new production capacity in the second quarter of 2026.

NVIDIA’s H200 export update shows that initial orders will be fulfilled from the existing stock. The company expects shipments to range between 5,000 and 10,000 chip modules, which is equivalent to roughly 40,000 to 80,000 H200 processors. These shipments will be the first H200 chip deliveries to China since the United States President Donald Trump committed to allow their exportation at a 25% levy. The U.S. government has started reviewing NVIDIA’s AI chip sales to China, signaling President Trump’s intention to fulfil his pledge. The move marks a shift from the Biden administration’s policy on restricting China’s access to advanced AI chips due to national security concerns.

An inter-agency review of H200 chip sales license applications has already commenced. The U.S. Department of Commerce, which is responsible for export policy, has submitted the export license applications to the Defense, Energy, and State Departments for review. NVIDIA plans H200 shipments to China amidst heightened uncertainty. Chinese authorities haven’t approved the purchase of these chips in the country. Sources close to the company say shipping timelines for NVIDIA AI chip exports to China might shift based on government decisions.

A major policy shift under Trump opens the door for Nvidia to sell its second-most powerful AI chips to Chinese clients, pending Beijing's approval. Nvidia has told Chinese clients it plans to begin shipping H200 chips before the Lunar New Year holiday in mid-February, according to Reuters. The initial batch would total 5,000 to 10,000 chip modules—equivalent to 40,000 to 80,000 H200 AI processors. Nvidia shares rose more than 1% Monday on the news. The planned shipments mark a dramatic reversal from Biden-era restrictions that banned advanced AI chip sales to China on national security grounds. President Trump said this month that Washington would permit H200 sales with a 25% fee, triggering an inter-agency review of license applications.

For Chinese tech giants like Alibaba and ByteDance, H200 access would be significant. The chips are roughly six times more powerful than the H20, a downgraded processor Nvidia designed specifically to comply with previous export controls.

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