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NVIDIA restarts H200 production after Chinese orders and first US licence
At GTC, Jensen Huang said NVIDIA had purchase orders from many Chinese customers and was restarting H200 manufacturing. Beijing had reportedly allowed ByteDance, Alibaba and Tencent to buy more than 400,000 H200s in January after months of discouraging such purchases, and on 26 Feb NVIDIA reported a US licence for a small volume subject to US inspection and a 25% duty.
Why it matters
Both governments now gate the same chip sales, so China's AI compute supply depends on two sets of approvals that can be withdrawn at any time.
Line of Thought
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Directly linked
Connections our researchers recorded
- DevelopmentUS opens case-by-case H200 licences for China and adds 25% tariff on such chips15 Jan 2026 · Rule change · US, CNFollows from: First sales under the January licensing policy
- DevelopmentChina's internet regulator summons NVIDIA over alleged security risks in H20 chips31 Jul 2025 · Enforcement or ruling · CN, USContrasts with: Beijing moved from discouraging NVIDIA purchases to approving them
What led here
Earlier developments on the same thread
- DevelopmentChina adds extraterritorial rare-earth export controls, then pauses them to Nov 20269 Oct 2025 · Rule change · CN, US
- DevelopmentHuawei sets yearly Ascend AI-chip roadmap and 8,192-chip Atlas 950 SuperPoD18 Sep 2025 · Launch · CN
- DevelopmentChina's market regulator finds preliminary NVIDIA antitrust breach over Mellanox deal15 Sep 2025 · Enforcement or ruling · CN, US
- DevelopmentUS scraps AI Diffusion Rule and warns against using Huawei Ascend chips13 May 2025 · Rule change · US, CN
What happened next
Later developments on the same thread
- DevelopmentUS charges Supermicro co-founder over alleged $2.5bn Nvidia-server diversion to China19 Mar 2026 · Enforcement or ruling · US, CN
- DevelopmentAnthropic secures multiple gigawatts of Google TPU capacity with Broadcom from 20276 Apr 2026 · Deal · US
- DevelopmentUS export-control order forces global shutdown of Claude Fable 5 and Mythos 512 Jun 2026 · Enforcement or ruling · US
- DevelopmentUS moves UAE into top export tier, opening licence-free AI chips to approved users10 Jul 2026 · Rule change · US, AE
Rules in play
Laws and guidance this touches
- RuleBIS H200 case-by-case ruleUS · In force · 15 Jan 2026
Threads by topic: Chips Export controls