First Nvidia H200 shipments reach China, ByteDance and Tencent take deliveries as Beijing loosens its import block — most licensed chips must stay in Hong Kong, which can't power them

Nvidia server GPUs.

ByteDance and Tencent have each taken delivery of roughly 10,000 Nvidia H200 accelerators in recent weeks, the Financial Times has reported, citing two people with knowledge of the matter, a development that would mark the first meaningful movement of the chips into mainland China since President Trump approved their export last December.

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