Overview
- Nvidia has informed Chinese customers it intends to start delivering H200 accelerators before mid-February, according to Reuters.
- Initial deliveries would come from existing stock and total an estimated 5,000 to 10,000 modules, roughly 40,000 to 80,000 chips.
- Beijing has not authorized purchases, so the delivery timetable could shift depending on the government’s decision.
- Reported conditions of the export approval include Nvidia paying 25% of sales revenue from these deals into the U.S. Treasury.
- Nvidia outlined plans to add production capacity with orders for new supply possible from Q2 2026, as Chinese officials consider linking H200 buys to mandated shares of domestic chips.