China approves sales of Nvidia H200 AI chips to Chinese companies
Change
China approved licences allowing multiple China-based companies to place purchase orders for Nvidia H200 AI chips and cleared a path for Nvidia to restart H200 manufacturing.
Why it matters
Purchases of H200 chips in China must now flow through authorised, licensed channels rather than open-market routes. Procurement teams that do not finalise orders via those channels risk being excluded from initial shipment allocations.
Implications
- • Procurement teams at China-based cloud providers and AI developers must place purchase orders through authorised Nvidia channels to secure H200 allocations — orders not placed via authorised channels will not be processed.
- • Nvidia's China sales and manufacturing planners must prioritise processing licensed China-bound orders and restart H200 production to meet demand from approved customers — failure to do so will leave submitted orders unfulfilled.
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