Gate News reports that on March 18, NVIDIA CEO Jensen Huang announced at GTC 2026 that the company is restarting the H200 chip production line for the Chinese market. Huang stated that they have obtained approval from both the U.S. and Chinese governments, with purchase orders from several Chinese clients already in hand. The supply chain is being activated, and manufacturing restart work began several weeks ago. The H200 is based on NVIDIA’s previous Hopper architecture and is a China-specific version designed to comply with U.S. export restrictions. Previously, in April last year, the Trump administration required export licenses for China, leading NVIDIA to record a $5.5 billion loss and halt sales to China. In December last year, policies shifted to allow NVIDIA to resume sales under strict conditions: setting shipment limits, mandatory third-party testing, and paying a 25% sales share to the U.S. government. Huang previously predicted that NVIDIA’s Blackwell and Rubin series would generate over $1 trillion in revenue before 2027, but this target explicitly does not include sales of the Chinese H200.
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