Systems Nvidia's on-again off-again H200 sales in China are now on again Beijing appears to have eased its policy of pushing local GPUs GTC Nvidia has called on its supply chain partners to begin manufacturing its ageing H200 GPUs to meet demand for chips in China, CEO Jensen Huang said Tuesday. …
NVIDIA is reportedly adopting a new strategy regarding the sales of its H200 AI chip to China, and it is claimed that the company is demanding that domestic clients pay upfront. …
… Decision to Approve NVIDIA’s H200 AI Chip Exports to China
… Back in November, the U.S. government approved sales of Nvidia's H200 processors to approved customers in China , provided that they would pay 25% cut to the U.S. government. …
… The most powerful Nvidia AI processors available to Chinese firms at the moment are H200 chips, which Trump approved for export to China in a surprise move in late 2025. …
… MORE CONTEXT Nvidia hasn't made a cent in China lately – and might not need to given $120B profit Trump promises nuclear datacenter permits in 3 weeks, calls Greenland 'big beautiful ice' Trump administration sets GPU export rules that put Chinese buyers at the back of the queue Letting Nvidia sell… …
… The U.S. export controls on advanced AI chips have made it difficult for Nvidia to maintain its dominance in China. In January, Trump allowed Nvidia to sell its advanced H200 chips to China, provided that the U.S. government gets a 25% cut. …
… But the chips shipped to China can be “no more than 50% of the total products made for the US market,” and can’t create a shortage in the US. US Clears Path for Nvidia to Sell H200s to China Via New Rule Bloomberg Did America just lose the AI race to China? …
… And about a month ahead of Trump’s meeting with China’s president, Xi Jinping, Huang told the US think tank the Special Competitive Studies Project that Trump’s export curbs blocking its chips from China have “already largely backfired.” “Conceding an entire market the size of China probably don’t … …
… China: An Emerging Software Power Report . ^ "China's AI ambitions target US tech dominance" . dw.com . Retrieved January 20, 2026 . ^ "Nvidia suppliers halt H200 output after China blocks chip shipments" . www.ft.com . …