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[QUOTE="Queen, post: 85839, member: 27"]
NVIDIA is sneaking H200 chips back into China, big tech wants them badly, and politics finally blinked.

Licensing breakthrough in China
[LIST]
[*]NVIDIA secured Chinese approval to sell H200 AI accelerators.
[*]Jensen Huang personally pushed talks during a Beijing visit.
[*]Government delays slowed progress before licenses moved forward.
[*]Market reentry follows a long regulatory freeze.
[/LIST]
First buyers lined up
[LIST]
[*]DeepSeek appears among the earliest approved customers.
[*]ByteDance is positioned to grab large initial allocations.
[*]Alibaba joins the first wave chasing compute.
[*]Tencent also cleared to receive shipments.
[/LIST]
Order size and control pressure
[LIST]
[*]NVIDIA H200 demand reportedly tops hundreds of thousands of units.
[*]Totals across firms could approach two million chips.
[*]Authorities plan extra rules for approved recipients.
[*]Oversight may shape how hardware gets deployed.
[/LIST]
Why this matters for NVIDIA
[LIST]
[*]NVIDIA previously saw China revenue vanish entirely.
[*]Sales guidance once removed the region altogether.
[*]Diplomacy reframed political hostility into limited access.
[*]Hopper chips remain attractive despite aging designs.
[/LIST]
Domestic alternatives falling short
[LIST]
[*]Huawei hardware has not displaced NVIDIA's dominance.
[*]Local hyperscalers still prefer foreign accelerators.
[*]Frontier labs lacked compute until this opening.
[*]Competition pressure forced urgency across Chinese buyers.
[/LIST]
[/QUOTE]

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