Nvidia says H200 demand in China is 'very high' as export licenses near completion — a month after the green light, Huang has high hopes for China buy-in despite political sensitivity

Nvidia reports high demand in China for its H200 data center GPU, with CEO Jensen Huang expressing optimism despite ongoing U.S. export licensing processes. The company is cautious about setting timelines or volume targets until regulatory details are finalized. The political sensitivity around advanced AI hardware exports to China, subject to a 25% tax and government review, adds complexity. Nvidia aims to resume shipments before mid-February, focusing on market uptake through normal commercial channels rather than major announcements. The H200, based on Nvidia's Hopper architecture, remains attractive for AI workloads despite challenges in the Chinese market.