N Nvidia CEO Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China.

By Maggie Eastland and Ian King, Bloomberg Nvidia Corp. Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market. At a press conference on Tuesday, Huang said Nvidia had been licensed for “many customers in China” for H200 sales and is in the process of “restarting our manufacturing.” That outlook is different than it was a couple of weeks ago, he said. RELATED: Nvidia GTC painting downtown San Jose green this week “Our supply chain is getting fired up,” Huang said during the event, part of the company’s annual GTC conference in San Jose, California. The company unveiled a flurry of new products at the expo on Monday and gave investors a financial update on Tuesday morning. Nvidia has been working to reestablish sales of its AI processors in China, a market that was virtually closed to such products by US export restrictions. The Trump administration has begun allowing Nvidia and rival Advanced Micro Devices Inc. to sell less-powerful versions of their chips in the country, but licenses from the US government are required. For now, Nvidia has held off on including any China data center revenue from its financial forecasts. During a conference call last month, the company said it had only secured one license from the US to ship a small number of its H200 accelerators to China. Though the H200 is less advanced than Nvidia’s current AI accelerators — used to train and run artificial intelligence models — it’s still more powerful than what’s available locally in the country. Nvidia shares fell less than 1% to $181.93 in New York trading Tuesday. That leaves them down 2.5% for the year. China, which used to make up a quarter of Nvidia’s revenue, now only accounts for a small fraction. Though global demand for Nvidia’s chips remains strong, the Asian nation is the largest single market for semiconductors. That makes it important to Nvidia’s long-term prosperity. Nvidia earned President Donald Trump’s blessing to sell H200s to Chinese customers back in December, but the company has yet to tally any revenue from such sales. Rulemakers in Washington have also imposed hurdles that slowed formal approvals and make a return to unfettered sales unlikely. H200 shipments to China are subject to a US inspection and a 25% duty. Officials are also considering capping H200 sales to 75,000 chips per Chinese customer, with total shipments reaching up to 1 million processors, Bloomberg has reported. –With assistance from Ed Ludlow. More stories like this are available on bloomberg.com ©2026 Bloomberg L.P.

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