Quick overview

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NVIDIA has not yet received any orders for its H200 AI chips from Chinese consumers because Beijing is still debating whether to permit imports of the US company’s components. NVIDIA CEO Jensen Huang told reporters in Taipei on Thursday.

“I’m hoping that the Chinese government would allow Nvidia to sell the H200.” “The Chinese government is currently in charge, but they are still making decisions, so we must wait patiently,”  Huang claimed to have met government officials and customers, but no new orders for the H200 chips had been placed.

The nation’s biggest tech companies, including Alibaba Group Holding Ltd., were recently informed by Chinese officials. They can prepare to place orders for the chips, indicating that Beijing is close to formally authorizing imports of parts needed to power artificial intelligence.

The executive went on to say that the chip is “very good” for the Chinese market and that his clients would really like to have the H200, an older version of Nvidia’s AI product that the US has theoretically agreed to sell to China. He stated that the H200’s US license is being finalized.

The most valuable company in the world is trying to regain its position in the largest semiconductor market in the world after US President Donald Trump’s administration stated the H200 chip could be exported to China while restricting sales of cutting-edge components due to national security concerns. The world’s data center operators highly value Nvidia’s chips, which are regarded as the gold standard for creating and executing AI models.

According to Huang, Taiwan Semiconductor Manufacturing Co. is Nvidia’s primary production partner. would have to “add tremendous amounts of capacity in the next decade” to satisfy demand.