China is planning to allow the country's leading AI companies to purchase a limited number of Nvidia's H200 AI chips, according to The Information, citing two people with direct knowledge of the matter.
The report said Chinese officials have recently informed companies including Alibaba, ByteDance, and DeepSeek that they may soon receive approval to buy a limited quantity of Nvidia's H200 chips. The move would mark a notable shift in Beijing's approach to advanced AI hardware imports.
Will China be able to buy H200?
The development comes after the U.S. government approved Nvidia's sales of H200 chips to China and granted export licenses to around 10 Chinese companies. However, Chinese authorities had previously delayed their own approvals as they sought to support the growth of domestic AI chipmakers. Reuters reported in March that Nvidia had already secured Beijing's long-awaited approval to sell the H200 chips in China.
News of the potential policy change boosted investor sentiment. Nvidia shares rose in Wednesday morning trading following the report.
The reported shift also highlights the growing shortage of AI computing power in China. Demand for advanced AI chips has continued to outpace supply as Chinese technology companies expand their investments in large language models and other generative AI applications.
Source: https://www.reuters.com/video/watch/idRW634908072026RP1/
