- Chinese authorities have asked domestic tech firms to pause new orders for NVIDIA’s H200 AI chips.
- U.S. export rules now allow the H200 to be sold to China if a 25% fee is paid.
- Chinese buyers reportedly placed orders for more than 2 million H200 units for 2026, well above current supply capacity of about 700,000 units.
- Nvidia CEO Jensen Huang said *“demand in China for the company’s H200 AI chips is very strong,”* and the company has restarted production while finalizing export approvals.
- Chinese policy is shifting toward greater reliance on domestically produced semiconductor technology.
Chinese authorities have told domestic technology firms to halt new purchases of Nvidia Corp. H200 processors, according to a report published in early January 2026. The request is part of broader efforts to increase dependence on locally made semiconductor technology.
In early December, U.S. officials approved exports of the H200 to China on the condition that buyers pay a 25% fee, a move documented in the same report. After that decision, Chinese firms reportedly placed orders for more than 2 million H200 chips slated for delivery in 2026, while Nvidia can currently supply roughly 700,000 units.
Nvidia shares traded higher mid-morning following the reports, and the stock has risen more than 35% over the past 12 months. Market sentiment among retail investors also shifted toward greater optimism in public forums.
A separate account linked to company remarks said Jensen Huang noted strong demand in China and that Nvidia has restarted production and is finalizing export approvals with U.S. officials, according to a separate report. The H200 remains the highest-level graphics processor allowed under current U.S. rules, and its availability is now a focal point in China’s push to bolster domestic chip capabilities.
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