NVIDIA may ramp up H200 chip production for China
NVIDIA is considering making more H200 AI chips to keep up with strong demand from Chinese tech giants like Alibaba and ByteDance.
The US recently gave the green light for these exports—but with a hefty 25% fee on each sale.
There's a catch, though: China hasn't approved imports yet, so both sides are scrambling in emergency meetings to figure things out.
Why everyone wants the H200
The buzz around the H200 is all about its performance—it outshines local Chinese chips by a good margin.
But NVIDIA's hands are tied since they're also focusing on even newer models like Blackwell and Rubin, which limits how many H200s they can actually make.
To complicate things further, China might require buyers to bundle H200s with homegrown chips to boost its own AI industry, which could present additional challenges for NVIDIA.