Data: Approximately 600,000 NVIDIA H200 chips are stranded in Hong Kong

According to a report by Reuters, two informed sources said that approximately 600,000 NVIDIA H200 artificial intelligence chips are currently stored in Hong Kong, waiting to be shipped to mainland China, which has not yet approved the large-scale import of the relevant chips. In recent months, China has allowed some H200 chips to enter the country, with several large Chinese internet companies each obtaining about 10,000 chips, and a small number of chips delivered through intermediaries and indirect channels, with specific quantities not disclosed.

One informed source stated that as of the end of October, a server in mainland China equipped with 8 H200 chips is quoted at over 6 million yuan, about three times the price from a year ago; servers using NVIDIA Blackwell chips are quoted at over 20 million yuan each. The United States previously banned the export of H200 to China, but the Trump administration allowed NVIDIA to sell the chip to approved Chinese customers last year.