Nvidia Gets Green Light for H200 Sales in China — Production Restarts

Nvidia has received approval to sell H200 chips to Chinese customers, and production of these export-approved chips has already restarted. Nvidia CEO Jensen Huang confirmed this at the company's GTC conference in San Jose.

What Happened?

"We've been licensed for many customers in China for H200," Huang told reporters at the GTC event on March 17, 2026. The H200 is Nvidia's second-most powerful AI chip, and until recently, sales to China were blocked by US export restrictions.

Beijing has now approved imports of the chips, with a Chinese company source confirming the process is underway.

Geopolitical Context

After months of trade tensions between the US and China, this represents a significant opening. Nvidia's H100 — the most powerful variant — remains blocked, but the H200 gives Chinese AI companies considerably more compute power than has been available to them recently.

Market Context

The news comes during GTC week, where Jensen Huang presented Nvidia's roadmap for next-generation infrastructure. Nvidia has been losing market share in China to domestic players like Huawei and Biren Technology.

What It Means for the AI Market

For global CIOs, this signals that the AI infrastructure market in China is beginning to reopen, which could potentially increase competition and push down GPU capacity prices globally.