Nvidia Says It Is Restarting Production of AI Chips for Sale in China (3 minute read)
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Nvidia has restarted the manufacture of H200 processors for sale in China. The US announced that it would allow Nvidia to sell its H200 processor in China in December, as long as 25% of sales were shared with the US government. Nvidia CEO Jensen Huang announced at the company's GTC event on Tuesday that demand signals out of China have strengthened in recent weeks and that the company's supply chain is getting fired up. The company has not commented on how much it expects to earn from H200 sales in China, but the Chinese market is estimated to be worth tens of billions of dollars a year.