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.

The deal would give…