Nvidia Receives US Authorization to Export Limited Quantities of H200 Chips to China

Nvidia Receives US Approval for Limited H200 Chip Exports to China

Nvidia has obtained permission to supply a restricted quantity of its less advanced H200 chips to Chinese customers, marking a cautious step toward re-entering the vast Chinese semiconductor market.

The US government has granted Nvidia a license to export H200 chips, but these shipments must undergo inspection in the United States and are subject to a 25% tariff. Despite this progress, it remains uncertain whether Chinese authorities will permit these imports, and Nvidia has stated that it is not factoring any revenue from Chinese data centers into its sales forecast for the first quarter.

Nvidia’s stock price remained largely unchanged after the announcement.

During a recent earnings call, Chief Financial Officer Colette Kress explained, “Although the US government has authorized limited H200 shipments for customers in China, we have not yet generated any revenue and are unsure if imports will ultimately be permitted.”

Ongoing tensions between the US and China have prevented Nvidia from selling its most advanced chips in China. The country represents a significant market for AI processors, with CEO Jensen Huang estimating its value could reach $50 billion in the near future.

China is actively supporting domestic competitors such as Huawei Technologies, Cambricon Technologies, MetaX Integrated Circuits Shanghai, and Moore Threads Technology. According to Kress, these Chinese chipmakers have the potential to reshape the global AI industry over time, echoing previous statements from Nvidia’s leadership.

Last month, Bloomberg News reported that Chinese officials had informed major tech companies, including Alibaba Group, that they could begin preparing orders for H200 chips. This move suggests that Beijing may soon formally approve the import of components vital for developing and operating AI models.

The H200 chip is considered an older model and is permitted for export to China under regulations established by the Trump administration. However, sales of more advanced processors remain restricted due to national security concerns.

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