"Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval Stateside and from Beijing remains uncertain, Reuters reported, citing anonymous sources. The chipmaker isn't leaving any room for refunds or changes to orders, the report said. While some customers may be allowed to use commercial insurance or asset collateral, the terms are far stricter than Nvidia's earlier policies, which sometimes permitted partial deposits, Reuters reported."
"Nvidia declined to comment. China is expected to allow Nvidia to sell its H200 chips in the country, per Bloomberg, though Beijing wants to prevent the chips from being used by its military, state-owned firms, and sensitive infrastructure concerns. Despite the challenges, demand for Nvidia's H200 remains strong, and Chinese companies have reportedly placed orders for more than 2 million of the GPUs in 2026, prompting the chipmaker to ramp up production."
Nvidia now requires full upfront payment from Chinese customers for H200 AI chips and is not allowing refunds or order changes. Some customers may use commercial insurance or asset collateral, but the payment terms are much stricter than earlier policies that allowed partial deposits. China is likely to permit H200 sales while seeking to restrict use by military, state-owned firms, and sensitive infrastructure. Demand for H200 chips remains strong, with Chinese companies reportedly ordering over 2 million units for 2026, prompting Nvidia to increase production. Nvidia faces political and export-risk challenges after a prior inventory write-down.
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