Financial disclosures from Nvidia reveal that sales of its H200 processors to China represented less than 1% of the firm’s data center revenue during the most recent quarter. The hardware manufacturer consequently recorded a $400m write-down covering unallocated H200 stock alongside existing procurement commitments. Despite these specific inventory setbacks, appetite for alternative Nvidia components remains immense across the region. Reports from last month indicated that tech giants ByteDance, Alibaba, and Tencent placed bulk orders exceeding 3 million RTX Pro graphics cards, generating a combined total value surpassing $35bn.<\/p>\n
Currently, roughly 600,000 H200 artificial intelligence microchips produced by Nvidia remain stalled in Hong Kong awaiting clearance from Beijing officials. According to two individuals cited by Reuters, Chinese authorities are prioritizing native semiconductor adoption among prominent internet corporations including Tencent, DeepSeek, Alibaba, and ByteDance. This state-driven push focuses heavily on inference tasks, which involve executing pre-trained computational models. Consequently, total authorized foreign silicon imports into mainland China may ultimately fall short of 200,000 units, while Nvidia, China’s industry ministry, and its central economic planning agency declined to provide commentary.<\/p>\n
Strict import constraints have generated severe scarcity across mainland distribution channels, driving unofficial prices upward significantly. Towards the conclusion of October, gray-market vendors demanded over 6m yuan for server systems housing eight H200 components\u2014roughly triple the going rate from twelve months prior. Furthermore, server setups containing Nvidia\u2019s sophisticated Blackwell series, which face total export prohibitions from the US government, fetched prices beyond 20m yuan per unit. Amid this supply squeeze, several major Chinese digital platforms managed to obtain modest allotments of approximately 10,000 H200 units over recent months.<\/p>\n
The current stalemate caps off a prolonged stretch of shifting trade regulations governing international hardware transfers. Following permission granted by President Donald Trump for restricted transactions in December 2025, American regulators instituted individual assessments for H200 shipping requests starting in January. Beijing initially sanctioned an introductory shipment of H200 units for Tencent, ByteDance, and Alibaba later that same month. Nevertheless, subsequent domestic regulatory obstacles introduced by Chinese officials have effectively blocked Nvidia from delivering the full volume of components authorized under American export permissions.<\/p>\n","protected":false},"excerpt":{"rendered":"
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