Nvidia Plans H200 Chip Shipments to China by Mid-February
Faizan Farooque
Mon, December 22, 2025 at 12:49 PM EST
1 min read
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This article first appeared on GuruFocus.
Nvidia (NVDA, Financials) plans to begin shipping its H200 artificial intelligence chips to China by mid-February, according to people familiar with the matter. The U.S. chipmaker expects to deliver 5,000 to 10,000 modules, equivalent to about 40,000 to 80,000 H200 chips, sourced from existing inventory.
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The shipments would be the first since Washington eased restrictions on AI chip sales to China, allowing exports with a 25% tariff. The policy shift marks a reversal from prior limits under the Biden administration, which had barred advanced chip sales citing national security risks.
Nvidia has informed Chinese clients that it will open new production capacity for H200 orders in the second quarter of 2026, though the plan still requires Chinese regulatory approval. The H200, part of Nvidia's Hopper line, remains widely used across AI data centers despite being succeeded by the company's newer Blackwell chips.
The company's move comes as Chinese technology firms, including Alibaba Group and ByteDance, seek access to high performance processors amid a domestic shortage. Approval from Beijing would provide them with significantly more powerful AI computing capabilities than current local alternatives.
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