Nvidia’s Resurgence in China
Nvidia CEO Jensen Huang has announced that Chinese demand for the company’s H200 advanced AI processors has reached high levels following the Trump administration’s approval of sales to China. According to CNBC, Huang stated that the company is seeing ‘very high’ customer demand in China for its H200 AI chips, which the U.S. government recently signaled it would approve for export.
Production and Export Licenses
Huang added that Nvidia has started producing the chips again and is working out the final details about export licenses with the U.S. government. As reported by Tom’s Hardware, the H200 remains a highly attractive option for large-scale AI workloads, making it particularly well-suited for training and inference of large language models.
Market Impact and Future Implications
The sale of advanced Nvidia H200 AI chips to approved customers in China does more than signal policy inconsistency: it undermines much of the original purpose of the restrictions. As noted by the Council on Foreign Relations, by re-opening the flow of powerful computing hardware to China, Washington risks supplying exactly the tools it once tried to withhold.
Expert Insights and Analysis
According to Reddit’s r/technology, Nvidia’s H200 demand in China is ‘quite high.’ This surge in demand can be attributed to the company’s Hopper architecture, which pairs the H100 GPU with 141GB of HBM3e memory and significantly higher memory bandwidth.

