Nvidia Receives China's H200 AI Chip Sales Approval

Nvidia has secured Beijing's approval to sell its H200 artificial intelligence chips to China, a move that allows the US chipmaker to resume sales in a market that previously accounted for 13% of its total revenue. This long-awaited regulatory greenlight addresses a major flashpoint in US-China relations concerning technology exports. Nvidia CEO Jensen Huang confirmed that the company has received licenses for many customers in China and has begun receiving purchase orders, enabling the resumption of H200 chip production. Additionally, Nvidia is preparing a version of the Groq AI chip for the Chinese market, specifically for inference tasks. While the US had granted some licenses in February for small amounts of H200 products, Beijing's full approval was the main barrier. This news has positively impacted Chinese AI stocks, with Minimax and Z.ai surging after Huang's comments on AI agent OpenClaw.