Nvidia Resumes Production of H200 Chip for China: Jensen Huang Says Received Approval from Both Sides

According to 1M AI News, NVIDIA CEO Jensen Huang announced at the GTC 2026 conference that the company is restarting production of the H200 chip targeting the Chinese market. He stated that they have obtained approval from both the Chinese and American governments, received purchase orders from multiple Chinese customers, and "our supply chain is ramping up." The manufacturing restart began several weeks ago.

The H200 chip is based on NVIDIA's previous-generation Hopper architecture and is a version designed for the Chinese market to comply with U.S. export restrictions. Previously, in April last year, the Trump administration required export licenses for sales to China, leading NVIDIA to report a $5.5 billion loss and halt sales to China. In December last year, the policy shifted to allow NVIDIA to resume sales but with strict conditions: capped shipment volumes, mandatory third-party testing, and a 25% sales royalty to the U.S. government.

Prior to this, Huang predicted that NVIDIA's Blackwell and Rubin series would generate over $1 trillion in revenue by 2027, but this goal clearly does not include sales of the Chinese H200.