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Nvidia's H200 Chip Production Pending Chinese Approval

12/23/2025

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Summary

Story summary

Nvidia plans to fulfill initial orders from existing stock by shipping 5,000 to 10,000 chip modules, equivalent to 40,000 to 80,000 H200 AI chips.
The company intends to increase production capacity, with orders opening in the second quarter of 2026.
Beijing has not yet approved any H200 purchases, and the timeline may change with government decisions.
The plan hinges on official approval from the Chinese government.

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Story summary

Nvidia plans to fulfill initial orders from existing stock by shipping 5,000 to 10,000 chip modules, equivalent to 40,000 to 80,000 H200 AI chips.
The company intends to increase production capacity, with orders opening in the second quarter of 2026.
Beijing has not yet approved any H200 purchases, and the timeline may change with government decisions.
The plan hinges on official approval from the Chinese government.