Nvidia’s Campaign to Sell AI Chips to China Finally Pays Off

Beijing reportedly approved the sale of hundreds of thousands of Nvidia H200 chips to Chinese AI companies—the culmination of a dramatic shift in US tech policy.

Jensen Huang sure seems to be having a lot of fun in China this week. The Nvidia CEO has been spotted going for a leisurely bike ride and browsing a fresh fruit stand in Shanghai, as well as enjoying beef hot pot at a humble restaurant in Shenzhen.

The carefree tour is not just good optics. Huang has real reason to be feeling upbeat: His long-running lobbying campaign in Washington has, in effect, finally paid off. While Huang was gallivanting around China, multiple news outlets reported that Beijing had approved the sale of hundreds of thousands of powerful Nvidia H200 AI chips to Chinese companies.

According to Reuters, China has agreed to allow ByteDance, Alibaba, and Tencent to buy more than 400,000 ...