Nvidia prepares shipment of 82,000 AI GPUs to China as chip war lines blur — H200 shipments with 25% tax to begin as US loosens restrictions

Nvidia is preparing to deliver up to 80,000 H200 AI chips to China before the Lunar New Year holiday — marking the first time this level of silicon would be legally exported to the country since 2022.

The shipments are scheduled for mid-February and will be drawn from existing inventory, according to Reuters. The company says it can meet initial demand for 5,000 to 10,000 H200 modules, pending government approval in Beijing.