China approves Nvidia H200 imports as US considers export caps

Chinese authorities have approved importation of Nvidia's H200 AI GPUs, Reuters and the Wall Street Journal say. The H200 is the full‑fat Hopper generation GPU, not the cut‑down H20 Nvidia created to fit earlier export limits. It is a generation behind Nvidia's Blackwell chips, such as the B200, and the company says AI versions of its next Rubin architecture will begin shipping in the second half of this year.

Nvidia had stopped H200 production after the effective China ban but is spooling the processors up again. At GTC 2026 CEO Jensen Huang said, "Our supply chain is getting fired up," and that Nvidia has received H200 orders from "many customers in China." Continued exports to China would still need US approval.

The US may cap shipments at 75,000 GPUs for each individual Chinese customer, and that cap would also include AI chips supplied by Nvidia's main competitor, AMD.

China, United States

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