Reuters: US approves 10 Chinese companies including Tencent to purchase Nvidia H200 chips

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The US government has approved Nvidia to sell H200 AI chips to approximately 10 Chinese enterprises, with conditions including a 25% tariff and an annual cap of 75,000 units per company. This move reopens a revenue stream for Nvidia in the Chinese market, with approved companies including tech giants such as Tencent, Alibaba, and ByteDance. (Background: Trump opens up Nvidia H200 exports to China! But a 25% commission must be paid) (Context: China warns mainland firms "don't buy Nvidia AI chips," urging them to switch to Huawei instead—Cambricon and SMIC shares surge 20%) News reports indicate that the US government has approved Nvidia to sell its high-end H200 AI chips to approximately 10 Chinese enterprises, reopening a key revenue stream for Nvidia in the Chinese market—though reportedly no actual shipments have taken place yet. According to Reuters, the approval comes with explicit conditions: - Each transaction is subject to a 25% tariff - Each Chinese enterprise has an annual cap of 75,000 H200 chips - Exports must undergo review by the US Department of Commerce to ensure compliance with security and defense requirements - The approval does not include Nvidia's latest Blackwell and Rubin chips - The approval also applies to other US chipmakers such as AMD and Intel According to Reuters citing sources familiar with the matter, the approximately 10 approved Chinese enterprises include tech giants such as Tencent, Alibaba, and ByteDance, covering major players in China's cloud computing and AI sectors. The H200 is Nvidia's second most powerful GPU, second only to the newly released Blackwell chip, equipped with 141GB of HBM3e high-bandwidth memory, making it a critical component for training large AI models. Compared to the previously specification-downgraded H20 designed specifically for the Chinese market, the H200 offers significantly enhanced computational capabilities. In fiscal year 2023, the Chinese market accounted for 17% of Nvidia's revenue, making it one of Nvidia's most important markets. Behind this approval, the Trump administration is attempting to strike a balance between "slowing China's AI development" and "maintaining the US tech industry's influence in China." Meanwhile, competition from Chinese domestic chips is intensifying. AI accelerators released by domestic manufacturers such as Huawei (e.g., the Ascend 910B) are reportedly narrowing the performance gap with Nvidia's export-controlled chips. If H200 shipments continue to be delayed, this will provide a critical market share window for domestic alternatives such as Huawei. Furthermore, Chinese authorities had previously required their data centers to increase the proportion of domestic chip procurement, with state-owned computing centers instructed to ensure that more than half of their chips come from local manufacturers. Major enterprises such as Tencent, Alibaba, and ByteDance had also been instructed to suspend H20 chip procurement during national security reviews. The timing of this approval coincides with Nvidia CEO Jensen Huang's attempts to seek a breakthrough in the Chinese market. Some reports suggest that Jensen Huang will accompany a US trade delegation visiting China, while other sources deny this claim, adding to the uncertainty. If a visit to China is successful, it could potentially break the current stalemate over H200 shipments. 📍Related Reports📍

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Published:2026-05-14 07:11:13

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