Due to lack of demand, NVIDIA has stopped producing the H200 chips originally intended for the Chinese market, and the relevant production capacity has been reallocated to the latest Vera Rubin architecture products.There were also reports in January that manufacturers of key components such as H200 printed circuit boards had suspended production after the H200 chip failed to obtain orders from Chinese customers.
Looking back on this process, in December 2025, US President Trump announced that he would conditionally allow H200 to be sold to China, provided that the US government received 25% of the chip sales.
H200 is based on the previous generation Hopper architecture and is equipped with 141GB HBM3e video memory and 4.8TB/s bandwidth. The computing power performance is theoretically more than 6 times that of the previous Chinese special version H20.
NVIDIA CEO Huang Renxun had previously placed high hopes on this product, predicting that Chinese orders would exceed 1 million pieces and actively restarting the supply chain.
However, the U.S. Assistant Secretary for Export Enforcement of the U.S. Department of Commerce confirmed at a hearing last month that in the two months since it was announced that NVIDIA would be allowed to export H200 to approved customers, the number of sales of this chip to China has been zero.
When visiting Taiwan, China at the end of January, Huang Renxun also said that he had not received any orders for H200 AI chips from Chinese customers.
