China Shifts Stance On NVIDIA H200 Chip Imports During CEO's Visit

At long last, Beijing has given several domestic tech giants its stamp of approval to buy H200 chips based on NVIDIA's Hopper architecture, with the green light coming while NVIDIA CEO Jensen Huang was visiting China, Reuters reports. Sources who are purportedly familiar with the matter told the outlet that ByteDance, the owner of TikTok, is among the trio.

So are Alibaba and Tencent, and evidently there is now a line of H200 chip customers in China seeking approval, potentially opening the floodgates that had previously been shut, first by the U.S. government and then by Beijing.

According to the sources, China approved 400,000 collective H200 chip orders to Alibaba, ByteDance, and Tencent, With an estimated price range of $30,000 to $40,000, the full order could amount to between $12 billion to $16 billion, depending on actual pricing and whether any bulk discounts or other ...