Nvidia’s H200 suppliers reportedly pause production after China blocks imports
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Nvidia's H200 chip suppliers have paused production following China's reported ban on imports of these processors. Despite earlier expectations for commercial use imports, the situation has led to a surge in demand for Nvidia's H200 components, with over 2 million orders from Chinese customers. However, many have shifted to the more advanced B200 and B300 chips, which are banned for export to China, creating a black market. Recent U.S. export policy changes aimed to facilitate shipments to China, while tariffs on H200 imports remain in place.
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