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Nvidia Plans H200 AI Chip Shipments to China Ahead of Lunar New Year [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
powerful AI chips to China before the Lunar New Year holiday in mid-February, according to people familiar with the discussions. The company plans to fulfill early demand from existing inventory, with initial shipments potentially totaling between 5,000 and 10,000 chip modules, equivalent to roughly 40,000 to 80,000 H200 AI chips. Nvidia has also indicated that it intends to add new production capacity for these chips, with orders for that capacity expected to open in the second quarter of 2026, suggesting a longer-term effort to support demand if approvals are granted. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. The proposed shipments remain contingent on regulatory decisions, as Beijing has not yet approved any H200 purchases and timelines could still shift. The discussions follow a policy change after US President Donald Trump said Washington would allow H200 sales to China with a 25% fee, pr
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