Nvidia Restarts China AI Chip Production After Receiving Orders, as H200 Sales Still Face U.S. Curbs
Updated
Updated · CNBC · May 14
Nvidia Restarts China AI Chip Production After Receiving Orders, as H200 Sales Still Face U.S. Curbs
8 articles · Updated · CNBC · May 14
Purchase orders from China prompted Nvidia to restart manufacturing of AI chips, CEO Jensen Huang said, marking the clearest sign yet of renewed activity despite years of export limits.
Huang's March update contrasted with CFO Colette Kress's February warning that only small amounts of H200 chips had been approved, with no China revenue booked and import permissions still unclear.
China remains a major swing factor ahead of Nvidia's earnings next Wednesday, even though the company's official guidance still assumes zero revenue from the market.
Jensen Huang's trip to China alongside President Donald Trump has sharpened focus on whether Beijing will permit broader purchases of Nvidia's modified chips or push domestic alternatives instead.
A short-seller alleges 20% of Nvidia's revenue is illicit from China. Is this hidden dependency about to collapse?
With China stalling deals while smuggling chips, are U.S. export controls simply accelerating its path to AI dominance?
Nvidia’s H200 to China: $50 Billion AI Market in Limbo Amid U.S. Export Controls and China’s Domestic Chip Push
Overview
As of May 2026, Nvidia’s efforts to restart H200 AI chip sales to China remain stalled, despite initial approval by U.S. President Donald Trump in December 2025 under strict national security conditions. Chinese President Xi Jinping responded positively to the proposal, but ongoing concerns in Beijing about chip security and U.S. oversight have delayed local authorization. Nvidia, once holding 95% of China’s advanced chip market and relying on China for over 13% of its revenue, now faces a sharp decline in market share due to these export restrictions. This situation highlights the complex interplay between U.S. policy, Chinese responses, and Nvidia’s strategic challenges.