Jensen Huang in Shanghai: China Demands H200 Despite Everything

On January 25, 2026, Nvidia CEO Jensen Huang concluded his visit to Shanghai. The main outcome of the talks: demand for AI accelerators in China remains feverish, despite sanctions barriers. Local tech giants are ready to buy stripped-down versions of the H200 in any volume.

Huang's visit is a signal to the market: Nvidia does not intend to surrender China to local manufacturers (Huawei Ascend). The company is seeking a fine line between complying with US export controls and satisfying the "hunger" of Chinese data centers. Geopolitics cannot yet drown out the economic necessity for computing power.

Source: Reuters