<div id="readability-page-1"><p>Nvidia (NVDA) is weighing whether to increase production of its H200 AI chip after demand from China exceeded current supply. The move follows a decision by the Trump administration to allow exports of the H200 to China under a licensing system that includes a 25% fee.</p><h3>Claim 50% Off TipRanks Premium and Invest with Confidence </h3><ul><li>Unlock  hedge-fund level data  and  powerful investing tools  designed to help you make smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  so your portfolio is always positioned for maximum potential</li></ul> <p>As a result, several large Chinese technology firms have already approached the company about placing sizable orders. These include Alibaba Group (BABA) and ByteDance, according to <em>Reuters</em> sources. Demand has been strong enough that Nvidia is now reviewing whether it can add capacity without disrupting supply to U.S. customers.</p> <p>At the same time, Nvidia said it is managing its supply chain to ensure licensed sales to China do not affect deliveries elsewhere. However, supply remains tight, since the company is focused on newer chip lines and has limited H200 output today.</p></div>

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

<p>Nvidia is considering increasing production of its H200 AI chip due to high demand from China, following U.S. export licensing approval. Major Chinese firms like Alibaba and ByteDance are interested in large orders. Nvidia aims to balance supply to China and the U.S., despite current tight supply and focus on newer chip lines.</p>

- Nvidia is considering increasing production of its H200 AI chip due to high demand from China, which has surpassed current supply levels.  
- This decision comes after the Trump administration allowed exports of the H200 to China under a licensing system with a 25% fee, prompting interest from major Chinese firms like Alibaba and ByteDance.  
- Nvidia is working to manage its supply chain to balance licensed sales to China with deliveries to U.S. customers, although supply remains constrained as the company prioritizes newer chip lines.

China Demand Drives Nvidia (NVDA) to Consider Higher H200 Production