China Approves First Batch of Nvidia H200 AI Chip Imports Amid Balancing Act
Technology
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CNBC TV18•28-01-2026, 11:23
China Approves First Batch of Nvidia H200 AI Chip Imports Amid Balancing Act
- •China has approved the import of the first batch of Nvidia's H200 AI chips, marking a shift in its stance on balancing AI needs with domestic development.
- •The approval covers several hundred thousand H200 chips and was granted during Nvidia CEO Jensen Huang's recent visit to China.
- •Initial approvals are allocated to three major Chinese internet companies, with others now queuing for subsequent clearances.
- •The H200, Nvidia's second most powerful AI chip, has been a flashpoint in US-China relations, with Beijing previously hesitant despite US export approval and strong demand.
- •Beijing's decision suggests a prioritization of major Chinese internet companies' needs to build data centers and compete in AI, despite efforts to nurture its domestic semiconductor industry.
Why It Matters: China greenlights Nvidia H200 AI chip imports, balancing domestic AI development with global competition.
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