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Nvidia H200 Chinese demand 2026: Scrambling to close a 1.3 million unit supply gap
TechEN
Nvidia H200 Chinese demand 2026: Scrambling to close a 1.3 million unit supply gap

Nvidia is moving to ramp up H200 production via TSMC to meet a massive 2 million unit demand from China for 2026, facing a 1.3 million unit shortage.

Nvidia Targets Mid-February for First H200 AI Chip Shipments to China, Pending Beijing's Approval
PoliticsEN
Nvidia Targets Mid-February for First H200 AI Chip Shipments to China, Pending Beijing's Approval

Nvidia aims to start shipping its H200 AI chips to China by mid-February 2026, according to Reuters. The plan, however, is entirely contingent on securing approval from the Beijing government.