<p>According to Bloomberg, relevant Chinese authorities have informed major technology companies, including Alibaba (9988), that they can begin preparing to place orders for Nvidia's H200 artificial intelligence chips. This move indicates that Beijing may soon formally approve the import of this critical component essential for running artificial intelligence systems.</p>
<h2>Local Procurement Conditions Attached, Specific Proportions to be Determined</h2>
<p>The report cites informed sources stating that regulatory agencies have recently, in principle, approved Alibaba, Tencent Holdings (0700), and ByteDance to enter the next stage of procurement preparations. These companies are now allowed to start discussing details such as specific demand quantities. Informed sources indicate that Beijing will encourage companies to commit to procuring a certain number of domestic chips as one of the conditions for obtaining import approval, but no specific proportions have been set yet.</p>
<p>The report states that this development indicates Beijing is advancing plans to approve the import of H200 chips. This previous generation chip has become one of the core issues in sensitive trade negotiations between China and the United States. It also shows that the Chinese government is prioritizing the needs of major cloud service providers, from Alibaba to Tencent, which are investing billions of dollars in building data centers necessary for developing and operating AI services.</p>
<p>Analysts suggest that if approved, this would be a significant advancement for Nvidia. The company has been working to restore business relations with the world's largest semiconductor market. CEO Jensen Huang has stated that the AI chip sector alone could create $50 billion in value over the next few years. During the period when Nvidia's products were restricted, local competitors such as Huawei Technologies and Cambricon have thrived and plan to significantly increase production capacity.</p>
<h2>News Contradicts Earlier Rumors, Companies and Officials Have Not Responded</h2>
<p>Bloomberg reports that Beijing's guidance to major technology companies differs from recent reports about the government potentially blocking the import of H200 chips. Last week, the Financial Times reported that the chip's component suppliers had suspended production. Nvidia representatives declined to comment on this, and the Chinese Ministry of Commerce did not respond to fax inquiries. Representatives from Alibaba, Tencent, and ByteDance also did not respond to requests for comments</p>

<p>According to a report by Bloomberg, relevant Chinese authorities have informed major technology companies such as Alibaba that they can begin preparing to procure NVIDIA H200 artificial intelligence chips, indicating that Beijing may soon approve the import of this critical component. Regulatory agencies have in principle approved Alibaba, Tencent, and ByteDance to enter the procurement preparation stage and encouraged companies to commit to purchasing a certain quantity of domestically produced chips. This development shows that the Chinese government prioritizes the needs of major cloud service providers, and if approved, it will be an important advancement for NVIDIA</p>

- Chinese authorities have informed major tech companies, including Alibaba, to prepare orders for Nvidia's H200 AI chips, signaling potential approval for imports.  
- This development suggests that Beijing is advancing plans to authorize H200 chip imports, with expectations for companies to purchase a certain amount of domestic chips as a condition, though specific ratios remain undecided.  
- If approved, this could mark a significant milestone for Nvidia, which aims to resume business with China’s major semiconductor market amid rising competition from local firms.

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Unlocking signal? Reports say Alibaba and others are approved to prepare for purchasing NVIDIA H200