Nvidia Ramps Up H200 Production for China, Awaiting Export Approvals in 2026

The supply chain's firing on all cylinders, but the final green light rests with the regulators. Nvidia has officially started ramping up production for its H200 chips tailored for the China market.

Nvidia H200 China Strategy at CES 2026

According to Reuters and Nikkei Asia, Nvidia CEO Jensen Huang confirmed at CES 2026 in Las Vegas on January 6, 2026, that the company has activated its supply chain for the H200 series intended for Chinese customers. This move signals a significant push to reclaim market share lost during recent waves of export restrictions.

Huang emphasized that demand in China remains 'strong.' However, the tech giant isn't in the clear yet. Sales can't commence until Nvidia receives explicit blessings from both Washington and Beijing. The CEO's remarks highlight the delicate tightrope act Nvidia must perform to satisfy national security concerns while feeding the massive appetite for AI compute.

The Geopolitical Tug-of-War

The situation's murky as both superpowers maintain strict control over advanced semiconductor flows. While the U.S. aims to limit China's AI capabilities, Beijing is equally focused on fostering domestic chipmakers like Biren. Nvidia's readiness to produce chips before receiving approval suggests a proactive gamble that the regulatory path will eventually clear.