China holds 'emergency meetings' to discuss Nvidia H200 purchases following export rule change, report claims — ByteDance, Tencent, and Alibaba asked to assess demand

China recently held emergency meetings with major tech companies like Alibaba, ByteDance, and Tencent to gauge interest in purchasing Nvidia’s H200 accelerators following a change in export rules by President Trump. The National Development and Reform Commission and the Ministry of Industry and Information Technology led the meetings to assess demand for the H200, a chip that China currently lacks a domestic equivalent for. While Trump's approval allows for exports of the H200 to approved Chinese buyers with a 25% fee, Chinese regulators are considering restrictions on its use in sensitive sectors like finance and energy. If China authorizes H200 imports, significant demand is expected, with companies already in talks with Nvidia for potential orders.