China Will Reportedly Allow Import Of Nvidia H200 Chips Only Under ‘Special Circumstances’

• The Chinese government is also planning on setting up additional meetings with more tech companies in the country to relay the purchase directive to them, as per the report. 
• It is unclear whether any new guidance would be issued in these meetings.
• Earlier, a Reuters report said that China had already told multiple technology firms in the country to hit pause on new orders for Nvidia’s H200 processors.

China will reportedly approve purchases of Nvidia's (NVDA) H200 AI chips into the country only under special circumstances.

According to a report from the Information, which cited two people familiar with the matter, the Chinese government informed technology companies that the American chips would only be permitted when “necessary,” without providing much additional detail.

The directive was "deliberately vague," the report said, saying that importing the chips for special tasks such as university research would be permitted.

The Chinese government is also planning on setting up additional meetings with more tech companies in the country to relay the purchase directive to them, as per the report, although it was unclear whether any new guidance would be issued.

Shares of NVDA were up 0.14% at the time of writing.

China’s Nvidia Stance

Last week, a Reuters report said that China had already told multiple technology firms in the country to hit pause on new orders for Nvidia’s H200 processors.

In early December 2025, President Trump greenlit the export of H200 chips to China for a 25% fee to the U.S. government. Earlier on Monday, the AI chipmaking giant denied an earlier report that claimed Chinese customers were asked to make complete upfront payments for its H200 chips. In a response to Reuters, an Nvidia spokesperson said the company “would never require customers to pay for products they do not receive."

Nvidia has been caught in the battle between the U.S. and China as they race to dominate the global AI race.

How Are Stocktwits Users Reacting?

On Stocktwits, retail sentiment around NVDA shares dropped to ‘bullish’ from ‘extremely bullish’ territory over the past 24 hours. Message volumes also declined to ‘normal’ from ‘high’ levels.

Shares of NVDA have climbed over 38% in the past year.

For updates and corrections, email newsroom[at]stocktwits[dot]com.
 

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