Nvidia is going back to China

From Quartz.

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Nvidia is resuming H200 chip sales to China after US and Chinese regulatory clearance, reopening a market that once provided a significant share of its revenue. At GTC, CEO Jensen Huang said purchase orders for Nvidia H200 units have been received and production is restarting, with US export licences in place since February. Beijing has issued import licences enabling chip sales to China for customers including ByteDance, Tencent, Alibaba, and DeepSeek. The arrangement requires a 25% US proceeds take, capped shipments, and third-party verification. Nvidia’s Blackwell chips remain off-limits, and prior H20 plans stalled. Guidance had assumed zero China data centre revenue. #nvidia #china #technology #chipsales

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