Nvidia is moving forward with plans to ship its H200 artificial intelligence chips to China, aiming for first deliveries before the Lunar New Year in mid-February, according to sources briefed on the matter. The move follows a recent policy change by US President Donald Trump, allowing such chip exports to China with a 25% revenue sharing to the U.S. government.
According to the report, the American semiconductor firm has informed Chinese clients that it intends to fulfill initial orders using existing stocks, with shipments expected to include between 5,000 and 10,000 H200 modules—a total equivalent to approximately 40,000 to 80,000 chips, according to two sources cited by Reuters. Additional chip production is slated for 2026, with fresh capacity set to open for orders in the second quarter that year, a third source added.
Approval from Chinese authorities is still pending, and the shipment schedule could shift depending on regulatory decisions, sources said.
If completed, these would represent the first H200 chip deliveries to China since Washington announced the recent policy shift earlier this month. The H200 is Nvidia’s second-most powerful AI chip, belonging to the earlier Hopper line, and remains in demand despite the company’s production focus having shifted toward next-generation Blackwell and upcoming Rubin chips, driving H200 supply constraints.
Following the news, Nvidia shares climbed 1.8% in pre-market trading to $184.24 on Monday, December 22, 2025, after closing up 4% the previous Friday. Depositary Receipts for Nvidia listed on the Stock Exchange of Thailand—NVDA01 by BLS, NVDA06 by KKPS, and NVDA80 by KTB—recorded gains in the range of 0.5% to 0.8% before the opening of Wall Street on Monday.
