Jensen says Nvidia has received orders from Chinese customers for H200 GPUs, licenses from US gov't — H200 manufacturing restarting

Nvidia CEO Jensen Huang announced at GTC 2026 that the company has obtained export licenses for Chinese customers, received purchase orders, and restarted manufacturing of the H200 GPUs after a year-long halt due to export restrictions. The H200, part of Nvidia's Hopper-generation lineup, features 141GB of HBM3e memory and is in high demand by Chinese hyperscalers. The U.S. government approved Nvidia to ship H200 chips to selected Chinese customers, with a revenue-sharing agreement in place. Chinese tech giants like ByteDance, Alibaba, and Tencent have been granted permission to purchase significant quantities of H200 units, signaling a resurgence in Nvidia's China supply chain.