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Nvidia has started making its H200 chips for China again.

2026-03-18 09:41:03

Nvidia Restarts H200 Production for China After Govt Approvals—But Sales Come With Strings Attached

Nvidia is back in the China game. At GTC 2026, Jensen Huang announced the company is restarting production of its H200 chip for the Chinese market, following approvals from both Beijing and Washington. Orders are already lined up, and the supply chain is moving—work began weeks ago.

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The H200, based on the Hopper architecture, is a China-only variant built to meet U.S. export rules. The path here wasn't smooth: last April, Trump-era licensing requirements forced Nvidia to halt sales and take a $5.5 billion hit. A December policy shift reopened the door—but with conditions: shipment limits, third-party checks, and a 25% revenue cut for the U.S. government.

Huang has big targets for Blackwell and Rubin—over $1 trillion in revenue by 2027. That forecast? Excludes China H200 sales entirely. The restart is real, but it's not the main show.

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