Nvidia sees very high Chinese demand for H200 chips, Huang says

Nvidia CEO Jensen Huang said the company is seeing "very high" customer demand in China for its H200 AI chips and that production has restarted while final export-license details are being worked out with the U.S. government.

Nvidia is reporting strong interest in China for its H200 AI chips, company CEO Jensen Huang said at CES in Las Vegas. He said the company has restarted production and that H200 units are back in the supply line. Huang added that Nvidia is finalizing export-license details with the U.S. government after recent signals that the chips could be approved for export. China must also approve imports, and Huang said he does not expect a public announcement from Chinese authorities; he said purchase orders will show the regulatory status. Key details: - Huang described customer demand in China for the H200 as "very high". - Nvidia has restarted production and said H200 units are flowing through the production line. - The company is working out final export-license details with the U.S. government following a December signal that exports might be permitted. - In December, President Donald Trump said Nvidia could export H200 chips to China provided the company pays 25% of those sales to the U.S. government. - The H200 is a generation or two behind Nvidia's newest models and, unlike some earlier exported chips, this model has not been intentionally slowed to comply with export restrictions. - Huang said he does not expect Chinese authorities to issue a public announcement about import approval and that clarity will come as purchase orders arrive. Summary: If U.S. export licenses and Chinese import approvals are finalized, reported demand and resumed production could translate into H200 shipments to China, a market Huang has previously estimated could be substantial. The outcome depends on the completion of U.S. export paperwork and on incoming purchase orders that will indicate whether Chinese import approvals are in place.