Nvidia has resumed production of H200 chips for China.
❝"We have received purchase orders from many customers. Our supply chain is ramping up."
CEO Jensen HuangThe breakthrough after months of regulatory stalemate: Both the US and China have given the green light.
The numbers
China used to account for 13-20% of Nvidia's datacenter revenue. In April 2025, Trump imposed export licenses → $5.5 billion charge. In February 2026, the US approved "small quantities" of H200 for specific China customers.
The problem: Beijing blocked imports, wanted to push domestic chips from Huawei.
Now: Green light for ByteDance, Tencent, Alibaba, and DeepSeek (January pre-approval being finalized).
Chip matrix for the China market
Chip type | Function | Status / Availability |
|---|---|---|
H200 | Training & Inference | Approved; production running again. |
Groq (China var.) | Specialized Inference | In progress; release planned for May. |
Vera Rubin | Next flagship gen | Ban; export still strictly prohibited. |
OpenClaw hype fuels stock markets
A side note from Jensen Huang at the GTC conference in San Jose acted like an accelerant for Asian tech stocks. He called the autonomous agent OpenClaw the "next ChatGPT."
Stock rally: Chinese AI upstarts like MiniMax and Zhipu AI subsequently recorded price jumps of almost 20%. Experts see this enthusiasm as proof of a turning point in Asian AI application.
All details & data: Axios, CNBC
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