Overview
- Nvidia plans to begin delivering its second most powerful AI chips to China before mid‑February 2026, with 5,000 to 10,000 modules slated, equivalent to roughly 40,000 to 80,000 H200 units, according to Reuters cited by Insider Monkey.
- Chinese import approval is still required for the shipments, and Nvidia has told customers new production capacity is expected to open in the second half of 2026, the report said.
- Interest from major Chinese firms, including Alibaba, prompted Nvidia to ramp H200 production on Dec. 15, signaling ongoing demand for high-end training hardware.
- Nvidia’s GPUs remain the industry standard for AI workloads, with CEO Jensen Huang noting Blackwell chips cost $30,000 or more and the company reporting roughly $500 billion in orders through the end of 2026.
- The chipmaker’s scale is reflected in recent results and valuation: fiscal Q3 2026 revenue reached $57 billion with $51.2 billion from data centers, gross margin was 73.4%, net income was $31.91 billion, and its market cap is now above $4.5 trillion after peaking above $5 trillion earlier this year.