Overview
- Nvidia’s CFO said U.S. agencies are “working feverishly” on H200 export applications, but the company has no approval date.
- Jensen Huang reported “very high” demand from Chinese customers and confirmed that H200 production has resumed.
- Huang said the supply chain is “fired up” with H200 units flowing through manufacturing ahead of potential shipments.
- President Donald Trump’s December policy allows limited H200 sales to China provided Nvidia pays 25% of those revenues to the U.S. government.
- Huang expects no public notice from Beijing, with regulatory clearance effectively reflected in incoming purchase orders, and noted the H200 is not a deliberately slowed model.