"Nvidia's H200 GPUs could begin trickling into China as soon as this quarter, but there's a catch. Due to all the geopolitical turmoil that's ravaged US-China trade relations over the past year, buyers may need to pay up front for the coveted AI accelerators. And they won't get a refund if China decides to block the imports! On Thursday, Bloomberg reported that authorities in Beijing could green-light shipments of H200s - currently the most powerful GPU Uncle Sam has ever allowed Nvidia to sell in China - as soon as this quarter."
"However, on the off chance that the Chinese government changes its mind, Reuters, citing multiple anonymous sources, reports Nvidia is requiring advance payment for the chips with no option for a refund if they're canceled. These conditions, the report notes, aren't entirely new. Apparently, Nvidia has previously required advance payments from customers in the Middle Kingdom, but it wasn't uncommon for the chip biz to grant exceptions allowing orders to be placed with just a deposit."
Shipments of Nvidia H200 GPUs could begin arriving in China as soon as this quarter, but buyers may need to pay in advance with no refunds if Chinese authorities block imports. Nvidia has previously required advance payments from Chinese customers, though exceptions for deposits were sometimes allowed; for the H200 the company is tightening terms while permitting commercial insurance or asset collateral in some cases. The Trump administration removed a Biden-era sales restriction in exchange for a 25% revenue fee, prompting Chinese hyperscalers and model builders to place orders exceeding two million units. The H200 remains among the region's most powerful AI accelerators despite age and domestic competition.
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