China is expected to allow its tech giants to finally import Nvidia H200 chips about a month after President Donald Trump approved its export to its Asian rival. Sources say that Beijing will allow domestic corporations to purchase these chips for commercial use, as reported by Bloomberg. However, it seems that this won’t be a blanket approval — instead, it will likely come with caveats, like requiring companies to buy a number of homegrown chips alongside their imports. Furthermore, military, sensitive government agencies, critical infrastructure, and state-owned enterprises aren’t allowed to acquire and use these American-made chips due to security concerns.
The H200 is one generation behind the latest Blackwell AI GPUs, and with the upcoming Vera Rubin NVL72 now in production, it’s expected that the H200 will further fall behind in performance. However, it’s still relatively much more powerful than Nvidia’s H20 chips, which the company made in response to the White House’s bans, and the latest offerings from homegrown chip manufacturers in China.
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