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Exclusive-Nvidia aims to begin H200 chip shipments to China by mid-February, sources say [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
The U.S. chipmaker plans to fulfil initial orders from existing ?stock, with shipments expected to total 5,000 to 10,000 chip modules - equivalent to about 40,000 to 80,000 H200 AI chips, the first ?and second sources said. Nvidia has also told Chinese clients that it plans to add new production capacity for the chips, with orders for that capacity opening in the second quarter of 2026, the third source said. Significant uncertainty remains, as Beijing has yet to approve any H200 purchases and the timeline could shift depending on government ?decisions, the sources said. MAJOR POLICY SHIFT "The whole ?plan is contingent on government approval," the third source said. "Nothing is certain until we get the official go-ahead." The sources declined to be identified as the discussions are ?private. Nvidia and China's Ministry of Industry and Information Technology did not immediately respond to requests for comment. The planned shipments would mark the first deliveries of H200
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