Nvidia restarts H200 chip production for China as regulatory approvals finally clear the path
22 Sources
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With H200s set to flow into China, Groq is reportedly set to follow -- Nvidia is allegedly preparing a custom version of inferencing chip to penetrate region
Even Nvidia is looking to older products amid the AI-induced shortages. The silicon silk road to China is open once again: Beijing has given full approval for Nvidia to sell its H200 last-generation GPUs in the region. This follows months of back-and-forth talks between the U.S. government,
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Nvidia CEO Says Company Is Firing Up H200 Production for China
Nvidia Corp. Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker's effort to reenter the vital market. At a press conference on Tuesday, Huang said Nvidia had been licensed for "many
[3]
Chinese authorities approve Nvidia's H200 AI chip sales, source says
NEW YORK, March 17 (Reuters) - Chinese authorities have granted approval for multiple Chinese companies to purchase H200 AI chips from Nvidia, according to a person familiar with the situation. Earlier on Tuesday, Nvidia CEO Jensen Huang said at a press conference in San Jose, California that the
[4]
Nvidia nears AI chip exports to China after US approval delays
Nvidia is making fresh preparations to start selling its AI chips in China after receiving "many" US government approvals and product orders from Chinese customers within the past two weeks. Chief executive Jensen Huang on Tuesday said Nvidia had restarted manufacturing H200 AI chips to sell to
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Jensen Huang says Nvidia has received orders from China and is 'restarting our manufacturing'
NVIDIA CEO Jensen Huang speaks at the NVIDIA GTC global AI conference in San Jose, California, U.S. March 16, 2026. After an extended delay in selling into the world's second-largest economy, chipmaker Nvidia is gearing up to provide some customers in China with its H200 processors, CEO Jensen
[6]
Exclusive: Nvidia preparing Groq chips that can be sold in Chinese market, sources say
SAN JOSE, California, March 17 (Reuters) - Nvidia is preparing a version of its Groq artificial-intelligence chips that can be sold to the Chinese market, two sources familiar with the matter told Reuters on Tuesday. Nvidia acquired Groq, an AI chip startup, late last year in a $17 billion deal
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Nvidia restarting production for H200 chips for sales in China
Why it matters: Nvidia is eager to re-enter the crucial Chinese market, but its efforts have been hampered by U.S. export restrictions and Beijing's push to build a domestic chip industry. Driving the news: "We've been licensed for many customers in China for H200," Huang said, speaking to
[8]
Nvidia is going back to China
Nvidia $NVDA has received purchase orders from Chinese customers for its H200 processors and is restarting production, CEO Jensen Huang said this week -- marking the first concrete movement toward resuming chip sales to China after months of regulatory maneuvering in both the U.S. and China. "We
[9]
China reportedly approves imports of Nvidia's H200 GPU, but the US government may cap exports to individual Chinese companies
We reported recently that the US government may cap exports of Nvidia's H200 chip to China. But for that cap to be meaningful, China would need to approve imports of H200 in the first place. According to multiple sources, that has now happened. Both Reuters and the Wall Street Journal report that
[10]
Nvidia says restarting production of China-bound chips
San José (United States) (AFP) - Nvidia chief Jensen Huang on Tuesday said the AI technology powerhouse is restarting production of its high-performance chips for clients in China. "We have received purchase orders from many customers, and we're in the process of restarting our manufacturing,"
[11]
Nvidia CEO Jensen Huang reveals chip sales in China are about to restart - SiliconANGLE
Nvidia CEO Jensen Huang reveals chip sales in China are about to restart After surprising the tech world on Monday with a prediction that his company would see at least $1 trillion in chip orders through 2027, Nvidia Chief Executive Jensen Huang spent today discussing the global dynamics and
[12]
Nvidia preparing Groq chips that can be sold in Chinese market, sources say
Nvidia licensed technology from Groq, an AI chip startup, late last year in a $17 billion deal and showed a new lineup of products based around its chips at its annual developer conference in San Jose, California, this week. Nvidia is preparing a version of its Groq artificial-intelligence chips
[13]
Jensen Huang Says 'Supply Chain Is Getting Fired Up' For China: What Does It Mean For NVDA? - NVIDIA (NASDAQ:NVDA)
Chinese AI stocks surged, but prediction market traders aren't fully buying it. H200 Is Back Huang told reporters Tuesday that Nvidia has H200 purchase orders from Chinese customers and is restarting manufacturing. "Our supply chain is getting fired up," he said. The reversal has been swift. As
[14]
NVIDIA's China Exile Might Finally Be Over, as H200 Comes Back Into Production and a Groq-Based Solution Heads to Market
NVIDIA's CEO recently revealed that the company has witnessed a breakthrough in its business in China, and following that, the firm has begun preparing for a new Groq solution as well. The NVIDIA-China fiasco has been one to watch, especially since it has been one inconsistent venture for Jensen
[15]
Chinese authorities approve Nvidia's H200 AI chip sales, source says - The Economic Times
Chinese authorities have granted approval for multiple Chinese companies to purchase H200 AI chips from Nvidia, according to a person familiar with the situation. Earlier on Tuesday, Nvidia CEO Jensen Huang said at a press conference in San Jose, California that the semiconductor company had
[16]
Nvidia Developing New AI Chips for China Using Groq Technology; Availability Could Come As Early As May: Report - Baidu (NASDAQ:BIDU), NVIDIA (NASDAQ:NVDA)
Nvidia Eyes China With New AI Chip Strategy Unlike prior export-compliant chips, the Groq-based processors are not downgraded versions specifically designed for China, Reuters reported on Tuesday, citing sources. Instead, they are adaptable for use across different systems. The Groq-based chips
[17]
Nvidia restarting manufacturing of China AI chip variant, CEO says
The company had halted production last year of its H200 chip, which is based on its aging Hopper technology, because of increasing regulatory hurdles in the U.S. and China, according to a report at the time. Nvidia is restarting manufacturing of one of the company's chips that is designed to
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Jensen Huang Says Supply Chain 'Getting Fired Up' As Nvidia Restarts Chip Production For China After Months Of Delays - NVIDIA (NASDAQ:NVDA)
Nvidia Says H200 Orders From China Are Picking Up "That's new news... our supply chain is getting fired up," the Nvidia CEO added. Separately, Huang told the publication that the company now has the necessary clearances from both U.S. and Chinese authorities. Export Curbs And Policy Shifts
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Jensen Huang Confirms NVIDIA Will Build Groq AI Chips for Chinese Market After $17B Deal
NVIDIA is a leading technology company that continually enhances its AI infrastructure and applies these advancements in business. Jensen Huang's company is currently developing a new version of Groq artificial intelligence chips. The company aims to sell these newly created chips in the Chinese
[20]
Nvidia gets Beijing's nod for H200 chip sales: sources
STORY: Nvidia's won Beijing's approval to sell its second-most powerful H200 AI chips to China. It's also preparing a version of the Groq AI chip that can be sold to the Chinese market. This long-awaited regulatory approval paves the way for the U.S. chipmaker to resume H200 chip sales in
[21]
Chinese authorities approve Nvidia's H200 AI chip sales, source says
NEW YORK, March 17 (Reuters) - Chinese authorities have granted approval for multiple Chinese companies to purchase H200 AI chips from Nvidia, according to a person familiar with the situation. Earlier on Tuesday, Nvidia CEO Jensen Huang said at a press conference in San Jose, California that the
[22]
Nvidia preparing Groq chips that can be sold in Chinese market, sources say
SAN JOSE, California, March 17 (Reuters) - Nvidia is preparing a version of its Groq artificial-intelligence chips that can be sold to the Chinese market, two sources familiar with the matter told Reuters on Tuesday. Nvidia acquired Groq, an AI chip startup, late last year in a $17 billion deal
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After months of regulatory standoff, Nvidia has received approvals from both US and Chinese authorities to sell H200 AI chips to China. CEO Jensen Huang announced the company is restarting manufacturing and has already received purchase orders from multiple Chinese customers. The move reopens a market potentially worth $50 billion, though Nvidia must share 25% of revenue with the US government.
Nvidia Secures Dual Approvals to Resume H200 Chip Sales
Nvidia has cleared a critical regulatory hurdle, securing approvals from both US and Chinese authorities to sell H200 chips to China after nearly a year of export restrictions
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. Nvidia CEO Jensen Huang announced at the company's annual GTC conference in San Jose that the chipmaker had been licensed for "many customers in China" and had already received purchase orders from several companies3
. The development marks a significant shift for Nvidia, which has been battling to regain access to the Chinese AI chip market while navigating volatile trade policy between Washington and Beijing.
Source: Quartz
Chinese authorities have granted approval for multiple Chinese companies to purchase H200 AI accelerators from Nvidia, according to sources familiar with the situation
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. This Chinese authorization came after Nvidia had been waiting for licenses from both governments for months, creating uncertainty that forced the company to halt production earlier this year.Restarting Manufacturing After Production Pause
Nvidia is now restarting manufacturing of the H200 to meet demand from Chinese customers, reversing course after telling partners to pause production due to regulatory uncertainty
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. "We are in the process of restarting our manufacturing," Huang told reporters, adding that the situation was "different than it was two weeks ago" and that the company's supply chain "is getting fired up"5
.The H200, while a generation behind Nvidia's current Blackwell-based products like the B300, represents a substantial upgrade over what Chinese companies previously had access to. The chip is approximately six times more powerful than the H20 AI accelerators Nvidia previously sold to China under earlier export controls
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. Chinese tech giants such as Alibaba and ByteDance could soon have access to this technology, though final import approvals from Chinese regulators are still pending4
.
Source: PC Gamer
Revenue Sharing Deal and Market Potential
Under the arrangement announced in December by the Trump administration, Nvidia is permitted to sell H200 chips to Chinese customers while giving the US government a 25% cut of income from these sales
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. Nvidia must pay this fee when the chips arrive in the US from fabrication facilities for approval before being re-exported [1](https://www.tomshardware.com/tech-industry/with-h200s-set-to-flow-into-china-groq-is- reportedly-set-to-follow-nvidia-is-allegedly-preparing-a-custom-version-of-inferencing-chip-to-penetrate-region).Despite the revenue-sharing requirement, the Chinese AI chip market represents a substantial opportunity. Huang has indicated China's AI chip market could be worth up to $50 billion, offering a major revenue stream for the $4.5 trillion chip company
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. Notably, Nvidia reportedly didn't include potential revenue from Nvidia H200 sales to China in its suggested $1 trillion revenue plan for 20271
.Related Stories
Groq Technology and AI Inferencing Push
Beyond H200 chips, Nvidia is reportedly preparing to adapt its Groq custom AI inferencing hardware for the Chinese market
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. After making a $14 billion deal with Groq, which develops custom AI ASICs known as Language Processing Units (LPUs), Nvidia aims to strengthen its position in the competitive AI inferencing market. While Nvidia's GPUs remain the standard for training large language models, the inferencing market faces intense competition, particularly in China where tech giants like Baidu and Huawei are developing their own chips with substantial government backing.Impact on Data Center Revenue
China once accounted for at least one-fifth of Nvidia's data center revenue before US export restrictions took effect in April
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. The company took a $5.5 billion charge due to the export restriction. As of last month, CFO Colette Kress told analysts that only a "small number of H200 products" had been approved for sale to China by US government approvals, with no revenue generated yet5
. For the current quarter, Nvidia forecast growth of about 77% while assuming no data center revenue from China in its guidance, suggesting any Chinese sales would provide upside to expectations.The resumption of AI chip exports to China comes as Nvidia navigates US export restrictions while President Trump's administration breaks with historically tight export controls on advanced semiconductors. "President Trump's intention is that US should have a leadership position and access to Nvidia's best technology," Huang said. "However, he would also like us to compete worldwide and not concede those markets unnecessarily"
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Source: Wccftech
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