Nvidia’s H200 finally reaches Chinese buyers, though maybe not mainland China

After eight months of export licences that moved almost nothing, Nvidia’s H200 accelerators have started arriving at Chinese technology companies.

ByteDance and Tencent have each received about 10,000 of the processors in recent weeks, according to the Financial Times, with other Chinese groups expected to secure similar volumes shortly.

Even taken at face value, the volumes are small against what was once on the table. When the Commerce Department cleared around ten Chinese firms to buy H200s in May, each licence carried a 75,000-unit cap and not a single chip had shipped; Chinese buyers had reportedly placed orders for roughly two million units back in January.

One figure in the FT report does not reconcile with the record. The paper puts the US ceiling at 100,000 chips per company, whereas the cap reported by Bloomberg in Marchand echoed in coverage of the May approvals was 75,000. No source has...

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