Overview
- Nvidia is evaluating expanding H200 production after Reuters reported Chinese orders from Alibaba and ByteDance exceeded current output.
- Beijing has not approved H200 imports, with officials holding emergency meetings this week to assess whether to allow shipments, according to Reuters.
- The White House authorized H200 exports to approved Chinese customers under national‑security conditions that include a 25% fee to the U.S., while next‑generation platforms remain restricted.
- H200 is Nvidia’s fastest Hopper‑generation GPU and is built by TSMC on a 4nm process, raising potential supply constraints as demand surges.
- Chip stocks fell on Friday as Broadcom flagged near‑term margin pressure despite a $73 billion AI backlog and better‑than‑expected results, pressuring Nvidia and peers.