According to Nvidia, China shipments remain uncertain even after U.S. license approval for H200 chips, as export controls continue to reshape competition with Huawei.
Nvidia said it remains uncertain whether any imports into China will ultimately be allowed even after receiving a U.S. license approval to ship H200 chips. Separately, Nvidia’s chief financial officer said the company’s data center Hopper shipments to China fell to zero from $4.6 billion in the prior quarter. Together, the updates show how export restrictions are constraining Nvidia’s access to China’s AI chip market while Huawei gains room to expand. The developments underscore ongoing ambiguity in cross-border semiconductor trade, reinforce China’s push for technology self-sufficiency, and have broader implications for AI supply chains and high-performance computing markets.