- NVIDIA plans to start shipping H200 AI chips to Chinese customers by mid-February next year, pending government approval.
- The company aims to ship up to 10,000 chip modules, equal to around 80,000 H200 chips.
- New production capacity will be added to fulfill orders in the second quarter of 2026.
- Orders will begin with existing stock, but China’s government has not yet authorized any purchases.
- President Donald Trump approved the shipments with a 25% fee, higher than the 15% rate discussed previously.
Nvidia has notified its Chinese clients that it expects to resume shipments of H200 Artificial Intelligence (AI) chips to China by mid-February next year. This plan depends on official approval from Chinese authorities. The shipments could include up to 10,000 chip modules, which are equivalent to about 80,000 H200 chips, according to sources cited in a recent report.
Nvidia also communicated plans to expand chip production capacity, aiming to fulfill additional orders by the second quarter of 2026. For now, the company will use its existing H200 chip stock to accommodate initial orders. However, there is uncertainty about these sales because the Chinese government has not yet authorized any purchases. A source explained, “The whole plan is contingent on government approval. Nothing is certain until we get the official go-ahead.”
Earlier this month, President Donald Trump approved the export of Nvidia H200 chips to China, but imposed a 25% fee payable to the U.S. government. He confirmed this policy on Truth Social, stating, “We will protect National Security, create American Jobs, and keep America’s lead in AI. NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.”
The 25% fee is higher than the previously suggested 15% rate for chip exports discussed in August for Nvidia and Advanced Micro Devices Inc. (AMD). President Trump indicated earlier in August that he would allow shipments of scaled-down AI chips to China, but trade negotiations between the United States and China remain ongoing. A deal was announced in November, with chip export approval following a month later, as stated in a related update.
Shares of Nvidia have risen 35% year-to-date and 39% over the last 12 months. Retail investor sentiment regarding the company was noted as bearish at the time of writing.
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