Nvidia H200: China Gives Green Light, Licenses in Final Stage

On January 29, 2026, a breakthrough in Nvidia chip supplies to China was revealed. PRC regulators preliminarily approved the import of the first batch of H200 accelerators for tech giants like ByteDance and Alibaba. Nvidia's CEO confirmed that the licensing process is in its final stage.

This event shifts the balance of power: despite US sanctions, China is finding ways to access advanced hardware for LLM training. The approval is selective, allowing Beijing to control dependence on American technology without halting the development of its own clouds.

Source: Reuters / Nvidia