Nvidia has begun shipping its H200 graphics processing units to China, a senior US government official confirmed to Congress on Tuesday.
The disclosure marks a notable shift in the enforcement of export controls on advanced semiconductor technology, allowing the company to resume sales of one of its most powerful AI accelerators in the world’s second-largest economy.
The H200 chip has been a focal point of the ongoing technology dispute between Washington and Beijing, with US regulators previously restricting exports of high-performance AI hardware due to concerns over military applications.
The official’s statement suggests that specific licenses or regulatory adjustments may have been secured, enabling Nvidia to access a market that has been largely closed to its top-tier silicon for months.
This development arrives as Nvidia navigates a complex landscape of geopolitical headwinds and shifting demand dynamics.
While the company continues to dominate the AI infrastructure build-out in the US and Europe, the potential re-entry into the Chinese market could provide a meaningful revenue buffer.