Nvidia Resumes Production of H200 Chip amid Export Licenses
Nvidia is restarting production of its H200 chip, designed to comply with U.S. export restrictions on China, CEO Jensen Huang announced at a press conference.
H200 Chip Manufacturing Resumes
Nvidia had paused manufacturing of the H200, based on its Hopper technology, last year due to increasing regulatory hurdles in the U.S. and China. Since then, the company has obtained the necessary export licenses from the U.S. government and has begun fulfilling orders.
Revenue Forecast and AI Chip Focus
The H200 chip’s sales in China are not included in Nvidia’s forecast of over US$1 trillion in revenue by the end of 2027, which is driven primarily by the company’s Blackwell and Rubin AI chips.
- Blackwell chips: Already available, powering large language models behind AI tools like OpenAI’s ChatGPT.
- Rubin chips: Next-generation AI processors currently in full production.
The US$1 trillion revenue estimate excludes other Nvidia products, including CPUs, networking chips, and chips based on Groq technology, which Nvidia licensed in December, alongside hiring key Groq executives. It also does not account for Rubin Ultra, a variant of the Rubin processor.
Restarting H200 production enables Nvidia to maintain supply continuity for China under regulatory compliance, while continuing its global push in AI hardware innovation.
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