Nvidia is reportedly planning to begin exports to China of its H200 artificial intelligence (AI) chip around mid-Feb.
Reuters reported this on the 22nd, local time, citing sources. According to the report, Nvidia plans to fulfill initial orders from existing inventory. Shipments are expected to total 5,000 to 10,000 chip modules (about 40,000–80,000 H200 chips). The H200, part of Nvidia's Hopper line, trails the company's newer Blackwell line but is classified as a high-performance chip for AI.
Nvidia has reportedly informed Chinese clients of plans to expand new production capacity for the chip. It is said to begin accepting related new orders starting in the second quarter next year. As Chinese authorities have not yet approved purchases of the H200, substantial uncertainty remains, and the timeline could change depending on the government's decision.
U.S. President Donald Trump on the 8th released a plan allowing exports of H200 chips to China on the condition that a 25% fee be imposed. According to Reuters, Democratic Sen. Elizabeth Warren of Massachusetts and Rep. Gregory Meeks of New York sent a letter to the Commerce Department that day demanding disclosure of the ongoing review details and approval status related to exports of the H200 chips to China. The federal lawmakers also urged the Commerce Department to explain "the assessment of potential military uses for chips whose export is approved, and how allies and partner countries are reacting to such decisions to export these chips."
Earlier, Sen. Warren criticized President Trump's decision to allow H200 exports to China, saying it "steps on the gas for China's pursuit of technological and military dominance and risks weakening the United States' economic and national security." The Commerce Department and Nvidia did not immediately respond to Reuters' requests for comment.