Overview
- Nvidia CEO Jensen Huang said the company has export licenses for multiple Chinese customers, purchase orders in hand, and a restarted H200 manufacturing line.
- The U.S. licensing framework caps China-bound H200 volumes at 50% of domestic U.S. sales, requires third‑party lab checks before re‑export, and includes a government take of sales.
- ByteDance, Alibaba, and Tencent received Chinese approvals to buy H200 chips, with reports pointing to more than 400,000 units collectively.
- Nvidia kept China data‑center revenue out of its near‑term sales guidance despite the new licenses and orders.
- H200 shipments to China had been paused for over a year under export controls, during which Nvidia prioritized its newer Blackwell architecture before reopening Hopper‑class production.