NVIDIA’s ‘Recent’ China H200 AI Chip Approval Brings More Constraints Than Opportunities Under the New, Tougher Guardrails

Giving away the chips

ByteDance and Alibaba are in discussions with Nvidia about purchasing the H200 chips. The chips have recently been approved by US President Donald Trump for export to China, with a 25% surcharge on each unit, following a ban on anything above Nvidia’s H20 chips. It would not be an exaggeration to say that this was […]

Huawei Ascend 910C Accelerator's Maturation Allegedly Spurred NVIDIA H200 Export Reversal

Earlier this week, the US government approved exports of NVIDIA H200 data center-grade accelerators to China. This reverses a previous decision, to prevent "full fat" H200 hardware reaching Chinese shores. Team Green engineers were reportedly working on a severely reduced "H20" alternative—whispers of this sanction-conforming design emerged earlier on in 2025. A competing Chinese product—Huawei's Ascend 910C accelerator—is often regarded as a ma…

The Nvidia H200 export saga, as it happened — Beijing ponders response and buyers line up, while Blackwell remains locked behind restrictions

The U.S. government has formally approved the export of Nvidia’s high-performance H200 AI chips to China, reinstating access to a class of silicon previously barred under national security rules.

NVIDIA’s ‘Recent’ China H200 AI Chip Approval Brings More Constraints Than Opportunities Under the New, Tougher Guardrails

NVIDIA's re-entry in Chinese AI markets is a win for the company's 'zeroed' market share, but the firm is now in a much weaker position, battling regulations and competition. Any regulatory approval to get back into China is an optimistic development for NVIDIA, but based on recent reports, it is evident that NVIDIA would now need to not only go through a 'vigorous' regulatory process, but also shift supply chain dynamics, to ensure that it gets…