Nvidia Plans H200 Chip Shipments to China by Mid-February [Yahoo! Finance]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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Source: Yahoo! Finance
by mid-February , according to people familiar with the matter. The U.S. chipmaker expects to deliver 5,000 to 10,000 modules, equivalent to about 40,000 to 80,000 H200 chips, sourced from existing inventory. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. The shipments would be the first since Washington eased restrictions on AI chip sales to China, allowing exports with a 25% tariff. The policy shift marks a reversal from prior limits under the Biden administration, which had barred advanced chip sales citing national security risks. Nvidia has informed Chinese clients that it will open new production capacity for H200 orders in the second quarter of 2026, though the plan still requires Chinese regulatory approval. The H200, part of Nvidia's Hopper line, remains widely used across AI data centers despite being succeeded by the company's newer Blackwell chips. The company's move comes as Chines
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- Nvidia aims to begin H200 chip shipments to China by mid-February, Reuters' sources say [BNN Bloomberg (Canada)]BNN Bloomberg
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