Nvidia says H200 demand in China is 'very high' as export licenses near completion
Nvidia weighs expanding H200 production as new China orders rush in, report claims
Purchases by the military, sensitive government organizations, critical infrastructure operators, and state-owned enterprises are expected to remain barred due to security concerns. Meanwhile, regulators have asked certain Chinese firms to temporarily pause orders while they are figuring out how many domestically produced AI accelerators must be bought alongside each imported H200.
Despite strict terms on Nvidia's side, demand for H200 remains robust in China. Chinese technology companies have ordered more than two million H200 processors priced at roughly $27,000 per unit, which exceeds Nvidia's available inventory of around 700,000 units.
Nvidia plans to fulfill initial Chinese H200 orders from existing stock, and the first deliveries are expected before the Lunar New Year in mid-February. To get the remaining 1.3 million units or more, Nvidia has to place new orders with TSMC (or rather allocate its pre-paid production capacity from other products to H200), make the silicon, and then package it using CoWoS-S technology, which takes over three months. As a result, the company will be able to ship additional H200 units to Chinese clients only sometimes in Q2 at the earliest.
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Key considerations
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Reference reading
- https://www.tomshardware.com/pc-components/gpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/gpus/nvidia-to-demand-full-upfront-payment-for-h200-gpus-from-china-customers-report-claims-more-than-two-million-chips-may-have-been-ordered-despite-uncertain-beijing-stance#main
- https://www.tomshardware.com
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