Nvidia Resumes H200 Shipments To China Customers
Nvidia said on March 16, 2026, that it has received purchase orders and is restarting manufacturing to deliver H200 processors to some customers in China, CEO Jensen Huang said at the company's GTC conference in San Jose. The move follows U.S. export restrictions and recent bilateral clearances, reversing months of halted sales after a prior required license and mandated government revenue share. The restart affects a segment that previously accounted for about 20% of Nvidia's data-center revenue.
Key Points
- 1Received purchase orders and restarting manufacturing to ship H200 accelerators to some Chinese customers.
- 2Cleared by both US and Chinese authorities after prior export restrictions and sustained security scrutiny.
- 3Impacts revenue exposure and supply-chain planning; China previously accounted for about 20% of data-center sales.
Scoring Rationale
Major official resumption of H200 shipments drives high impact, limited by partial customer scope and compliance conditions.
Sources
Public references used for this report.
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