China Approves Nvidia H200 AI Chip Sales, Production to Restart
Nvidia secured Chinese approval to sell H200 AI chips to multiple customers and has received purchase orders, restarting production before launching a Groq variant for China. China previously accounted for at least 20% of Nvidia’s data center revenue before U.S. export controls disrupted shipments.
1. Regulatory Approval for H200 AI Chips
Nvidia obtained a license to sell its H200 AI chips in China, clearing months of export uncertainty and securing purchase orders from multiple local customers. The approval marks a pivotal regulatory breakthrough, allowing Nvidia to resume shipments and meet pent-up demand in the world’s second-largest data center market.
2. Revenue and Production Implications
China once represented at least 20% of Nvidia’s data center revenue before U.S. export controls halted sales. With H200 production restarting and a Groq variant in development, Nvidia aims to recapture lost market share and bolster its top-line growth in fiscal 2026.