NVIDIA hinted at delivering H200 chips to Chinese customers before the Spring Festival

According to Reuters, multiple sources have revealed that NVIDIA has informed its Chinese customers that it plans to deliver its second-ranked artificial intelligence (AI) chip, the H200, to Chinese customers in mid-February next year, just before the Chinese Lunar New Year. Two of the sources stated that NVIDIA plans to use its inventory to fulfill the initial orders, with an expected total shipment of 5,000 to 10,000 chip modules, equivalent to about 40,000 to 80,000 H200 chips. The H200 chip is NVIDIA's second-tier chip, just below the Blackwell series, which has been banned from export to China during the Biden administration. On December 8, former U.S. President Trump announced that NVIDIA would be allowed to export H200 chips to "approved customers," but not including its more advanced Blackwell and the upcoming Rubin chips. Reuters previously reported that the U.S. government has initiated a cross-departmental review process to assess the relevant license applications for exporting H200 chips to China, fulfilling its commitment to allow the sale of such chips to China. However, Reuters noted that there remains significant uncertainty regarding the smooth delivery of H200 chips, as the Chinese side has not yet approved any procurement orders for H200 chips. A spokesperson for NVIDIA stated on the 23rd to Global Times reporters: "We are continuously managing our supply chain. Compliant sales of H200 chips to authorized customers in China will not affect our ability to supply global customers