NVIDIA CEO Jensen Huang announced at the GTC conference that the company will resume H200 processor sales to businesses in China. This move follows several quarters of restricted access due to U.S. government export controls on advanced AI technology. The H200 is an older GPU model that NVIDIA was historically permitted to sell within the region.
NVIDIA has already received purchase orders and is restarting manufacturing specifically for the Chinese market. The company also projects $1 trillion in sales from its newer Blackwell and Vera Rubin GPU platforms over the next 21 months. This strategic return to China provides a significant revenue stream and alters the competitive landscape for regional AI hardware.