Nvidia aims to ship H200 chips to China by mid-Feb

NVIDIA HAS TOLD Chinese clients it aims to start shipping its second-most powerful Al chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters.

- REUTERS

The US chipmaker plans to fulfil initial orders from existing stock, with shipments expected to total 5,000 to 10,000 chip modules - equivalent to about 40,000 to 80,000 H200AI chips, the first and second sources said.

Nvidia has also told Chinese clients that it plans to add new production capacity for the chips, with orders for that capacity opening in the second quarter of 2026, the third source said.

Significant uncertainty remains, as Beijing has yet to approve any H200 purchases and the timeline could shift depending on government decisions, the sources said.