China Eases AI Chip Restrictions for Nvidia H200 Chips

China is set to let its top AI firms purchase a limited quantity of NVDA's H200 chips, according to a Bloomberg report citing The Information. Chinese officials have reportedly told Alibaba, ByteDance, and DeepSeek in recent weeks that they may soon receive permission to buy a capped number of H200 units, provided they specify quantity and justification for the request.

The move marks a reversal from Beijing's earlier posture. Washington had already licensed roughly 10 Chinese firms to buy the advanced chips, but Chinese regulators withheld approval as they worked to nurture domestic AI chip suppliers such as Huawei. That domestic-first strategy appears to be giving ground to near-term compute demand from China's leading AI labs.

For NVIDIA, the shift could reopen a meaningful revenue channel in China's AI buildout, though the "limited amount" framing suggests near-term volume will stay modest rather than a full reopening of the market. Investors will be watching how many chips Beijing ultimately approves and whether Chinese customers convert that access into sustained order volume over the coming quarters.

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