Nvidia may up H200 production due to strong Chinese demand
By Benjamin Chiou
Date: Friday 12 Dec 2025
(Sharecast News) - Nvidia is reportedly studying whether it can increase production capacity for its H200 AI chips after stronger-than-expected demand from Chinese clients.
According to Reuters on Friday, the US chip designer and accelerated computing market leader has informed clients in China that it is looking at adding new capacity.
Reports earlier in the week suggested that both Alibaba and ByteDance were considering placing large orders for Nvidia's powerful H200 chips, known for powering generative AI and high-performance computing workloads.
Donald Trump had said earlier in the week that Nvidia could start exporting H200 GPUs to certain "approved customers" in China in return for a 25% cut of the revenues.
However, the Chinese government still hasn't indicated whether it would allow any H200 imports, and has held emergency talks this week to discuss the matter.
Nvidia shares were down 2.3% at $176.72 by 1614 GMT.
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