Nvidia is resuming production of its H200 artificial intelligence chips for the Chinese market after Beijing granted approval for their sale, ending months of uncertainty over one of the chipmaker's most important growth markets.
CEO Jensen Huang confirmed the development, telling investors the company has received orders from Chinese customers and that its supply chain is now "fired up." The Financial Times and CNBC reported the restart on Tuesday, with the Wall Street Journal noting that Huang's comments came after a period of mixed signals from China.
The H200 had been caught between competing regulatory pressures. US export controls have repeatedly constrained which chips Nvidia can sell abroad, while Chinese authorities had separately delayed approval for the processor. Both obstacles now appear resolved, at least for the time being.
In a separate development reported exclusively by Reuters, Nvidia is also preparing a version of Groq chips that would comply with Chinese market requirements, signalling a broader effort to expand its product footprint in the country beyond the H200.
China remains a critical but complicated market for Nvidia. The company has previously developed China-specific variants of its chips, including the A800 and H800, to navigate US export restrictions, only to see those products subsequently banned. The H200's approval suggests regulators in Beijing see the chip as permissible under current rules, though US policy on AI chip exports remains subject to change.
Nvidia, which commands roughly 80 per cent of the global market for AI training chips, has seen its shares come under pressure this year amid concerns about competition from domestic Chinese chipmakers and the broader trajectory of US-China technology policy.
