China seems poised to permit Nvidia imports as soon as this quarter: studies

Beijing officers plan to approve some Nvidia imports as soon as this quarter after they pressured Chinese companies to pause their orders for the Silicon Valley firm’s H200 chips, according to studies.

China is getting ready to permit local tech companies to purchase the H200 chip for choose industrial use, though it’s going to still be banned from the army, authorities companies and state-owned enterprises over national safety issues, sources familiar with the matter told Bloomberg.

The deliberate approval still represents a major win for Nvidia, which has successfully been banned from promoting AI chips to prospects in China – the world’s largest semiconductor market – since 2022. That squeezed Nvidia’s market share in China down from 95% to zero, according to CEO Jensen Huang.

Nvidia CEO Jensen Huang said the company has seen strong demand in China for its H200 chips. NurPhoto through Getty Images

Nvidia declined to remark. The Chinese Embassy didn’t instantly reply to The Post’s request for remark.

Chinese officers have been assembly with local tech corporations in latest weeks to debate whether or not they need to permit Nvidia imports and weigh potential laws like requiring companies to purchase a sure ratio of Chinese chips alongside any H200 purchases, sources told the Information.

The Chinese authorities told tech corporations to halt their orders for H200 chips this week to stop local companies from speeding to stockpile international semiconductors before it reaches a choice, a source told the outlet.

After President Trump in December reversed a Biden-era ban that restricted Nvidia from promoting its H200 chips to China, on the condition that Nvidia gives 25% of the resulting revenue to the US government, Chinese prospects rushed to position their orders. 

The White House argued that Nvidia ought to be capable to promote its H200 chips to China because it’s a less superior mannequin in comparison with newer chips – a transfer that may help Nvidia regain billions of {dollars} in misplaced business from the huge market.

Nvidia has been putting unusually strict necessities round these orders, forcing Chinese prospects to submit full upfront funds for its H200 chips, sources told Reuters.

Beijing officers plan to approve some Nvidia imports as soon as this quarter, according to a report. REUTERS

The company has not been giving Chinese prospects any choices to cancel, request refunds or change the configurations of their orders, according to the report.

Nvidia has been significantly stringent about H200 funds since it’s unclear whether or not Chinese regulators will truly permit the shipments, a source told Reuters.

As of last month, Chinese tech companies had positioned orders for more than 2 million H200 chips – more than Nvidia’s stock of 700,000, according to Reuters.

Each semiconductor is priced at roughly $27,000.

Alibaba and ByteDance have each privately told Nvidia that they’re contemplating ordering more than 200,000 items each of the H200 chips, according to Bloomberg.

Demand from China has been so high that Nvidia needed to request extra capability from Taiwan Semiconductor Manufacturing Company, its main provider, according to the Information.

President Trump and Nvidia CEO Jensen Huang during a press convention in April 2025. AFP through Getty Images

Huang nodded to that strong demand during the CES tech convention in Las Vegas this week, though he said Nvidia is not sure when China may give its chips a stamp of approval.

Nvidia sometimes sells its AI chips to server producers like Dell Technologies, Super Micro Computer and Lenovo, which build the semiconductors into programs before promoting to prospects.

Chinese rivals like Huawei Technologies and Cambricorn have been racing to catch up with Nvidia’s tech and are at the moment planning to ramp up manufacturing in 2026, scooping up some of the market share left in Nvidia’s absence. But Beijing still lacks AI processors on par with Nvidia’s fashions, specialists say.

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