Shipments still waiting on approval from Beijing

Now that it can legally export them, Nvidia has reportedly informed its Chinese customers that it'll begin shipping H200s, one of its most potent graphics accelerators for AI training and inference, in time for Chinese New Year. One caveat: Beijing could spike the deal before then.

Citing persons familiar with the matter, Reuters reports that initial orders will be fulfilled using existing stock with between 5,000 and 10,000 HGX boards totaling 40,000 to 80,000 GPUs up for grabs.

This suggests that Nvidia will be prioritizing the more powerful SXM variant of the H200, which is better suited for training applications than its PCIe-based NVL cards.

Nvidia recently received the go-ahead from the Trump administration to begin selling its older H200 accelerators to the Middle Kingdom for the first time. The decision marked a significant reversal of long-standing trade policy earlier this month. In exchange, Nvidia ...