The US Government has approved NVIDIA's GPU sales to China, allowing 10 Chinese firms to access the Hopper H200 GPU.
Chinese AI Firms Can Now Access NVIDIA's Hopper H200 GPUs, But Only Up To 75,000 Units Each
NVIDIA CEO made a last-minute change in his plans to tag alongside US President, Donald J Trump, on his China visit. US President Trump was accompanied by several tech CEOs and Executives, including Elon Musk & Tim Cook. The meetings between President Trump and President Xi are now underway, & there's some good news already coming out as a result of this visit.
As per Reuters, the US Government has authorized and approved NVIDIA for sales of its Hopper H200 AI GPUs. The U.S. has reportedly cleared 10 Chinese firms, which include Alibaba, Tencent, ByteDance, JD, & others, to purchase H200 chips. In addition to these firms, local distributors in China, such as Lenovo and Foxconn, have also been approved to supply the market requirements.
The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week.
Reuters
It is stated that the 10 Chinese firms will be able to purchase a maximum of 75,000 NVIDIA H200 GPUs, though not a single unit has been shipped so far. NVIDIA's CEO has already stated that his "official" share in China is now zero. And if these 10 firms do manage to purchase the maximum amount of GPUs from NVIDIA, it's 750,000 units in total. Meanwhile, a single US AI firm is housing close to a million Hopper and the latest Blackwell GPUs. xAI itself has over half a million GPUs installed in the Colossus and Memphis facilities.
NVIDIA's share dropped significantly in China following the trade bans and tariff implementation. These created a massive rift between US and Chinese tech companies, forcing China to adopt a domestic policy, pushing AI firms to utilize locally produced chips. This resulted in Huawei gaining big time, and NVIDIA's commanding 95% share before the curbs, falling to nothing.
These close to a million GPUs, if they ship, will likely not make a huge dent in NVIDIA's share in China, but this can be a start. As US-China ties further ease, we can see the previously rumored Blackwell B30 GPUs start shipping to China once the Rubin generation arrives later this year. NVIDIA has, however, said that Blackwell and Rubin are the most advanced AI chips ever made, and they will not be sold to China.
About the author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech's Senior Editor for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking.
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