University of Kwazulu-Natal

Nvidia Prepares First H200 Shipments To China Amid Us Winbuzzer

Bonisiwe Shabane
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nvidia prepares first h200 shipments to china amid us winbuzzer

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." Nvidia has reportedly informed Chinese clients of plans to ship up to 10,000 H200 AI chip modules by mid-February, operationalizing a new 25% tariff regime. Moving to operationalize President Trump’s new tariff-based export regime, Nvidia has reportedly informed Chinese clients of plans to ship its first batch of H200 artificial intelligence (AI) accelerators by mid-February. Targeting the Lunar New Year holiday, the chipmaker plans to deliver up to 10,000 server modules from existing inventory. Execution remains uncertain as geopolitical friction intensifies. While United States (U.S.) Senators Elizabeth Warren and Gregory Meeks have invoked statutory powers to demand immediate license disclosures, Beijing regulators are reportedly considering mandates that would force buyers to purchase domestic chips alongside...

Working against a tight deadline, Nvidia has communicated the mid-February delivery target to major Chinese clients, aiming to land shipments before the Lunar New Year holiday. Initial volumes are projected between 5,000 and 10,000 server modules, a quantity that translates to approximately 40,000 to 80,000 individual graphics processing units (GPUs). To meet this timeline, the company is reportedly allocating stock from “existing inventory” rather than waiting for new production runs, a move that bypasses immediate manufacturing bottlenecks. Future availability remains constrained, with orders for new H200 production capacity not expected to open until the second quarter of 2026. President Donald Trump granted Nvidia Corp. permission to ship its H200 artificial intelligence chip to China in exchange for a 25% surcharge, a move that lets the world’s most valuable company potentially regain billions of dollars in lost business from...

The decision was announced by Trump in a post on his Truth Social network, capping weeks of deliberations with advisers about whether to allow H200 exports to China. Trump said he informed Chinese President Xi Jinping about the move and that Xi had responded favorably. He added that shipments would only go to “approved customers,” and that chipmakers such as Intel Corp. and Advanced Micro Devices Inc. would also be eligible. 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. 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. The US will allow Nvidia’s H200 AI chips to be exported to China with a 25 percent fee, a policy shift that could redirect global demand toward one of the world’s largest AI markets... The move raises fresh questions about whether enterprise buyers planning 2026 infrastructure upgrades should brace for higher prices or longer lead times if H200 supply tightens again.

“We will protect National Security, create American Jobs, and keep America’s lead in AI,” US President Donald Trump said in a post on his Truth Social platform. Trump stopped short of allowing exports of Nvidia’s fastest chips, however, saying, “Nvidia’s US Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part... He did not say how many H200 units will be cleared or how export vetting will work, leaving analysts to gauge whether even a partial reopening of the Chinese market could tighten availability for...

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