Overview
- Nvidia is requiring full payment in advance for H200 orders from Chinese customers with no cancellations, refunds, or configuration changes allowed, Reuters reported.
- Chinese regulators recently told some tech firms to pause new H200 purchases as they consider rules that could require buyers to acquire domestic chips alongside any Nvidia orders.
- U.S. export licenses for H200 shipments to China are still under interagency review after President Donald Trump approved sales with a 25% revenue‑sharing condition.
- Chinese buyers have placed orders exceeding 2 million H200 units at about $27,000 each, and initial deliveries are planned from existing inventory as early as mid‑February, according to prior Reuters reporting.
- At CES, CEO Jensen Huang said demand in China is “quite high” and that any Chinese approval would likely be signaled through purchase orders rather than public announcements.