Nvidia May Resume H200 AI Chip Exports To China In February, Days After Trump Administration Begins Policy Review: Report

• Nvidia is said to have informed its Chinese clients that the company plans to add new chip production capacity.
• This added capacity would be geared toward fulfilling orders in the second quarter of 2026.
• Initial orders of H200 AI chips will be fulfilled using Nvidia’s existing stock, but the report flagged uncertainty as the Chinese government has yet to approve any purchases.

Nvidia Corp. (NVDA) has reportedly informed its customers in China that it plans to resume shipments of its H200 AI chips to the country by mid-February next year.

According to a Reuters report citing sources familiar with the matter, Nvidia aims to ship up to 10,000 chip modules, which are equivalent to about 80,000 H200 AI chips.

This comes days after the Trump administration reportedly launched a review of its policy on shipments of Nvidia’s advanced AI chips to China.

Nvidia shares were up nearly 2% in Monday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.

New Capacity Addition Planned

The report added that Nvidia has informed its Chinese clients that the company plans to add new chip production capacity. This added capacity would be geared toward fulfilling orders in the second quarter (Q2) of 2026.

Initial orders of H200 AI chips will be fulfilled using Nvidia’s existing stock. Still, the report flagged uncertainty as the Chinese government has yet to approve any purchases. “The whole plan is contingent on government approval. Nothing is certain until we get the official go-ahead,” a source said, according to the report.

Trump’s Approval

President Donald Trump had approved shipments of Nvidia H200 chips to China earlier this month, but stated that a 25% fee was to be paid to the U.S. government.

“We will protect National Security, create American Jobs, and keep America’s lead in AI. NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal,” Trump said in a post on Truth Social.

However, the fee is higher than the 15% rate proposed in August for Nvidia and Advanced Micro Devices Inc.’s (AMD) chip exports to China. While President Trump suggested in August that he would allow exports of a scaled-down version of AI chips to China, trade talks were still ongoing between the U.S. and Chinese governments.

President Trump announced a deal with China in November and approved chip exports to the country a month later.

NVDA stock is up 35% year-to-date and 39% over the past 12 months.

Also See: RKLB Stock Gains Pre-Market After Company Caps 2025 With Record 21 Rocket Launches – Stifel Hikes Price Target

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