Overview
- Reuters reports Chinese tech firms have ordered more than 2 million H200 chips for 2026, versus roughly 700,000 units in Nvidia’s current inventory.
- Nvidia has asked TSMC to expand H200 production with work expected to start in the second quarter of 2026, and it aims to ship initial stock before the Lunar New Year.
- The company has set China pricing around $27,000 per H200, with eight‑GPU modules near 1.5 million yuan, which buyers view as attractive given the performance jump over prior China‑tailored parts.
- ByteDance plans to budget about 100 billion yuan (approximately $14 billion) for Nvidia chips in 2026 if sales proceed, according to the South China Morning Post.
- President Trump authorized licensed H200 exports to vetted Chinese customers with a 25% fee to the U.S. Treasury, as Chinese regulators weigh conditional import rules and U.S. lawmakers and enforcers scrutinize the policy.