On January 8, 2026, Reuters cited U.S. tech media The Information report that China has asked some domestic technology companies to suspend the purchase of NVIDIA H200 chips, and is assessing whether to issue broader instructions for the procurement of domestically produced AI chips.
This move by China has deep strategic considerations. On one hand, when the U.S. approved the export of H200 to China, it imposed a condition that NVIDIA must pay 25% of its revenue to the government, and this chip is a "special version" that is less powerful than NVIDIA's flagship products. Its essence is to make Chinese companies dependent, thereby hindering the development of domestic chips. On the other hand, now domestic chips such as Huawei's Ascend 910B have performance close to international standards, which can meet relevant AI computing needs. By suspending purchases, China can create market space for local chips and accelerate the process of chip localization.
Regarding this, NVIDIA has not responded. A spokesperson from the Chinese Embassy in the U.S. emphasized that China will advance industrial development at its own pace, and maintain the stability of global supply chains and industrial chains.
Original article: toutiao.com/article/1853815457097732/
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