Overview
- Nvidia has told Chinese clients it aims to deliver 5,000–10,000 H200 modules from existing stock before the Lunar New Year in mid‑February, according to Reuters sources.
- The exports are contingent on Beijing’s approval and U.S. inter‑agency licensing under President Trump’s policy allowing H200 sales with a 25% fee.
- Chinese authorities have not cleared any purchases and are considering conditions such as requiring each import to be bundled with a ratio of domestic chips.
- Nvidia has indicated new H200 production capacity will open for orders in the second quarter of 2026, with current supply constrained by the shift to Blackwell and planned Rubin lines.
- U.S. lawmakers are seeking stricter oversight and pre‑approval briefings, citing national‑security risks and recent prosecutions tied to illegal GPU shipments.