US EditionNvidia considers increasing H200 chip output due to robust China demand, sources say
Nvidia considers expanding H200 chip output after Chinese orders surpassed supply amid U.S. export approval with a 25% fee, driven by unmatched chip performance.
- On Tuesday, Nvidia told Chinese clients it is evaluating adding H200 AI chip production after orders exceeded current output, following U.S. approval with a 25% export fee and interest from Alibaba and ByteDance.
- Chinese firms are pressing for H200s because it is the fastest AI chip deployed last year, with compute performance 2-3 times that of top domestic accelerators, Nori Chiou said.
- Very limited quantities of H200 are in production as Nvidia prioritizes Blackwell and Rubin lines, and expanding output would face stiff competition for memory and packaging from other designers and Nvidia itself.
- Chinese officials convened emergency meetings on Wednesday to discuss bundling H200 purchases with domestic chips, while Nvidia shares gained premarket but pared after Beijing regulators’ talks.
- Supply concerns mean the H200's power surpasses domestic AI chips, analysts warn, and expanded exports would strain TSMC capacity plus memory and packaging resources.
33 Articles
33 Articles
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President Trump announced that Nvidia can sell its H200 chip to China, with the U.S. Treasury receiving a 25% cut of the sales. This decision highlights the inconsistency in Trump's China policy, as he previously took a hard stance on trade and security but now appears to be easing export controls on advanced technology.
The Express Tribune
Nvidia mulls increasing H200 chip output on Chinese orders
Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter. The move comes after US President Donald Trump said on Tuesday the US government would allow Nvidia to export H200 processors, its second-fastest AI chips, to China and collect a 25% fee on such sales. Demand for the chip from Chinese companies i…
Nvidia considers increasing H200 chip output due to robust China demand, sources say
Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.
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