H200 sales plan to China market basically confirmed

TechFlow news, December 24 — According to Jinshi Data, market sources reported that NVIDIA has informed its Chinese customers of its plan to deliver H200 chips by mid-February 2026. The total shipment is expected to be 5,000–10,000 modules, amounting to approximately 40,000 to 80,000 H200 chips. In response, NVIDIA stated, "We are continuously managing our supply chain, and selling H200 to authorized customers in China will not affect our ability to supply global customers." By NVIDIA's own account, the plan to sell H200 in the Chinese market is essentially confirmed. Meanwhile, insiders revealed that NVIDIA CEO Jensen Huang will visit China in January 2026. The insiders also noted, "NVIDIA's quoted price for the H200 8-card module to distributors is 1.4 million yuan, slightly higher than the H20." (Tencent Technology)