Foreign media: NVIDIA plans to start shipping its second most powerful AI chip, the H200, to China before the Chinese Lunar New Year holiday in mid-February 2026.
NVIDIA will fulfill the initial orders from existing inventory, with a shipment volume of 5,000 to 10,000 chip modules, equivalent to approximately 40,000 to 80,000 H200 chips.
In addition, NVIDIA also plans to increase new chip capacity and open related orders in the second quarter of 2026. However, whether this plan can be implemented remains uncertain.
Original article: toutiao.com/article/1852222661807116/
Statement: The article represents the views of the author himself.