Nvidia is restarting production of its H200 artificial intelligence processors for the Chinese market after a lengthy halt driven by restrictions imposed by both the US and Chinese governments, CEO Jensen Huang said.
Huang told investors and media that the company has received orders from China and that its supply chain is now "fired up," signalling a meaningful resumption of commercial activity in what was once Nvidia's second-largest market. The Wall Street Journal reported that the restart follows months of mixed signals from Chinese customers and regulators.
In a separate development first reported by Reuters, Nvidia is also preparing chips under the Groq brand that would be configured for sale within China's regulatory framework, suggesting the company is pursuing a dual-track strategy to maintain its foothold in the market.
The H200 had been in regulatory limbo after Washington tightened export controls on advanced semiconductors and Beijing imposed its own purchasing guidelines on domestic companies. The timing of the restart indicates Nvidia believes it has sufficient regulatory clarity to fulfil existing orders, though the broader policy environment remains fluid.
China's AI infrastructure buildout has accelerated following the emergence of domestic large language models, sustaining demand for high-performance chips even as geopolitical tensions constrain supply. How much of that demand Nvidia can capture, and under what conditions, remains a central question for the company's near-term revenue outlook.
