Overview
- Nvidia's CEO met employees and marked Lunar New Year at the Shanghai office and is expected to travel to Beijing, Shenzhen and Taiwan.
- The company is awaiting Beijing's decision on whether H200 AI chips can be sold to Chinese customers after U.S. authorities approved exports with conditions, including a 25% fee and a cap limiting shipments to 50% of U.S. domestic volume.
- Chinese officials have instructed customs that H200 shipments are not permitted to enter, with no clarity on whether the hold is temporary or a formal ban.
- Some media reports said major buyers such as Alibaba, Tencent and ByteDance received preliminary clearance to plan purchases, which Chinese authorities have not publicly confirmed.
- Persistent demand has pushed some Chinese AI developers to seek H200 units through unofficial channels while official supply remains constrained.