Market news: The plan for the H200 chip to be sold in the Chinese market is basically confirmed

According to Jinshi Data, there are market reports that Nvidia has informed its Chinese customers that it plans to deliver H200 chips in mid-February 2026. The expected total shipment is 5,000 to 10,000 sets of modules, approximately 40,000 to 80,000 H200 chips. In response, Nvidia stated, "We are continuously managing our supply chain, and selling H200 to authorized customers in China will not affect our ability to supply global customers."

According to Nvidia's statements, the plan to sell H200 in the Chinese market is basically confirmed. Meanwhile, sources say that Nvidia CEO Jensen Huang will visit China in January 2026. The sources also indicated, "The unit price for the H200 8-card module given to the channel by Nvidia is 1.4 million yuan, which is slightly more expensive than the H20."