Nvidia chief executive shares the update
Export licences and orders in China for Nvidia H200
At a Tom's Hardware press conference held as part of GTC 2026, Nvidia CEO Jensen Huang said the company has secured export licences for a number of customers in China. He added that Nvidia already has purchase orders in hand and has restarted H200 production, marking the first time the firm’s supply chain activity in China has been brought back online since export restrictions halted shipments more than a year ago.
Huang described the development as "important news", and said: "Nvidia received orders from many customers in China, and we are in the process of restarting production… our supply chain is gaining momentum".
What the Nvidia H200 is, and how it compares
The H200 is Nvidia’s Hopper-generation accelerator and comes with 141 GB of HBM3e memory. Although it sits below the company’s latest Blackwell architecture, it is still roughly six times more powerful than the H20 - a cut-down chip Nvidia originally created to comply with earlier export controls.
US policy context: Trump approval and 25% fee
Late last year, President Donald Trump said he would allow Nvidia to export its H200 single-chip systems - the company’s second most powerful offerings - to the Chinese market. Those sales will include a 25% fee that will be paid into the US budget.
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