No doubt, NVIDIA has been proactively trying to get back into the Chinese market, whether it is restrictions from the US government on controlling access to cutting-edge technology or China itself giving the big “No” in order to aid local growth and breakthroughs in the semiconductor industry.
And with official approval from Washington a couple of weeks ago, Reuters has followed up with a report stating that Team Green immediately told Chinese clients that it’s aiming to start shipping the Ada Lovelace-based modules before the Lunar New Year holiday in mid-February, with stocks coming from existing inventory ranging between 5,000 and 10,000 chip modules, which works out to roughly 40,000 to 80,000 H200 AI chips. At the same time, they will be doing the “multi-track drifting” strategy by adding more production capacity for H200 in tandem with the latest Blackwell and Blackwell Ultra offerings. NVIDIA expects call orders from that additional capacity to be available in 2H 2026.
However, Beijing has yet to approve any H200 purchases, and the actual timeline could change depending on government decisions. As one source put it, “The whole plan is contingent on government approval. Nothing is certain until we get the official go-ahead.” In response, NVIDIA told Reuters that it “continuously manages our supply chain,” adding that licensed sales of the H200 to authorized customers in China will not affect its ability to supply customers in the United States.
