"With the sales ban lifted, Chinese tech giants, including ByteDance, are scrambling to secure orders for Nvidia's H200 graphics accelerators while they can. But will there be enough to satisfy demand? Citing multiple sources familiar with the matter, Reuters reports Chinese companies have placed orders for more than 2 million of the chips. That's up from the 40,000 to 80,000 initial orders reported last week."
"But with just 700,000 of the now two-year-old AI accelerators in stock, Nvidia has reportedly approached TSMC to ramp production of the chips. The H200 uses TSMC's 4N process, a slightly older version of technology used by its higher-performance Blackwell parts (4NP), which remain unavailable in China. Nvidia doesn't anticipate sales of H200s in China will have any impact on chip supplies to US customers."
Chinese tech giants, including ByteDance, rushed to place orders for Nvidia H200 accelerators after export restrictions eased. Reported orders exceed 2 million units, up sharply from earlier estimates of 40,000–80,000. Nvidia had roughly 700,000 H200s in stock and has asked TSMC to increase production; the H200 is built on TSMC's 4N process while higher-performance Blackwell (4NP) parts remain blocked from China. Nvidia expects sales to vetted Chinese commercial customers to have no impact on US supplies. Shipments are slated to begin in the second half of 2026, with 8-GPU systems priced near 1.5 million yuan. The US approval included a condition for a 25% revenue share.
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