"We've been licensed for many customers in China for H200. We have received purchase orders from many customers and we are in the process of restarting our manufacturing. The situation is different from what it was two weeks ago or three weeks ago, but that's our condition today."
"President Trump's intention is that the United States should have a leadership position and access to Nvidia's best technology, however, he would like us to compete worldwide and not concede those markets unnecessarily."
Nvidia CEO Jensen Huang announced the company is restarting manufacturing of its H200 GPUs to meet demand from Chinese customers. This reversal follows the Trump administration's December lifting of export restrictions on high-end AI accelerators to China. Previously, CFO Colette Kress had forecasted zero revenue from Chinese datacenter customers in Q1 2027. China's government had initially discouraged local buyers from importing the H200, despite it being more capable than domestically produced GPUs. Huang indicated the situation has changed and praised Trump's trade policy, stating the administration wants the US to maintain technology leadership while competing globally rather than ceding markets unnecessarily.
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