US EditionNvidia Tightens H200 Chip Sales To China, Shift Risk to Buyers - NVIDIA (NASDAQ:NVDA)
Nvidia shifts regulatory risk to Chinese buyers by requiring full upfront payment for H200 AI chips as it seeks market access amid strong demand and limited supply.
- On Thursday, Nvidia Corp required Chinese customers to pay in full upfront for H200 orders under strict, no-refund contracts, Reuters reported.
- Facing shifting regulatory signals in Washington and Beijing, Nvidia tightened terms to reopen China after writing down $5.5 billion in H20 chip inventory due to export blocks.
- Some buyers may instead use commercial insurance or asset collateral, and Chinese companies reportedly ordered more than 2 million H200 GPUs in 2026 as Chinese officials prepare approvals soon, Bloomberg reported.
- Intense demand from cloud and internet players in China collides with production competition at Taiwan Semiconductor Manufacturing Co as regulators ask some Chinese tech firms to pause H200 orders, while Nvidia shares rose 0.33% in premarket trading Thursday.
- Chinese officials are preparing approvals as soon as this quarter, limiting H200 imports to commercial uses while restricting military and state-owned enterprises, and weighing domestic purchase requirements; Nvidia executives say they lack visibility into Beijing's timing.
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Nvidia’s reportedly asking Chinese customers to pay upfront for its H200 AI chips
Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval stateside and from Beijing remains uncertain, Reuters reported, citing anonymous sources. The chipmaker isn’t leaving any room for refunds or changes to orders, the report said. While some customers may be allowed to use commercial insurance or asset collateral, the terms are far stricter than Nvidia’s earlier policies, which sometimes pe…
Nvidia requires full upfront payment for H200 chips in China: Report
Nvidia reportedly is demanding a full upfront payment for its H200 AI chips from Chinese buyers. This strict policy aims to mitigate risks amid uncertainty over Beijing's approval for shipments. Chinese tech firms have placed significant orders for these advanced chips.
Nvidia Tightens H200 Chip Sales To China, Shift Risk to Buyers - NVIDIA (NASDAQ:NVDA)
Nvidia tightens H200 AI chip sales to China by requiring full upfront payment as Beijing weighs conditional approvals, shifting regulatory risk to buyers amid surging AI demand and supply constraints.
Nvidia requires full upfront payment for H200 chips in China
BEIJING/SHANGHAI: Nvidia is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, hedging it against ongoing uncertainty over Beijing's approval of the shipments, said two people briefed on the matter.
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