Overview
- Beijing has issued licenses for many Chinese companies to buy H200 GPUs, Reuters reported, removing the main barrier that had held up shipments despite U.S. approvals.
- Jensen Huang said Nvidia has received purchase orders from numerous Chinese customers and is restarting H200 manufacturing after a prior pause.
- Top-tier Blackwell and Vera Rubin systems remain barred for China, with media also reporting caps, third‑party verification, and prohibited government or military end‑uses.
- Nvidia is preparing Groq‑based inference chips for the Chinese market, reported for availability as early as May, with sources saying they are not downgraded for China.
- Analysts and reports estimate initial approvals could cover several hundred thousand H200s worth around $10 billion, though Nvidia’s guidance assumed no China data‑center revenue and U.S. officials have discussed possible per‑customer export caps, according to media.