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Why China may buy Nvidia’s H200 chips as Trump eases curbs – and replace them later

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2026年1月14日
2 min read
ai Alfredo Montufar-Helu American Ankura Consulting Beijing Biden administration Bureau of Industry and Security buy Centre for China and Globalisation Charles Chang China Chinese Communist Party chips curbs Department of Commerce Donald Trump eases Fudan University h200 ISEAS-Yusof Ishak Institute Jayant Menon John Moolenaar nvidia Nvidias Remote Access Security Act replace Shanghai Singapore TrendForce Trump US Victor Gao Washington

Why China may buy Nvidia’s H200 chips as Trump eases curbs – and replace them later插图

China is likely to accept Nvidia’s H200 artificial intelligence (AI) chips following US clearance, driven by immediate demand in the country’s vast tech sector, according to analysts – though they said Beijing would push to replace them over time.

The American chip giant’s second-most-advanced AI processor can be exported to China from Thursday, as long as shipments total no more than half the amount sold in the US, according to the Department of Commerce’s Bureau of Industry and Security.

Washington restricted H200 exports to China about a year ago, at the end of the Biden administration, to prevent other countries from accessing advanced American technology.

Those curbs were eased under US President Donald Trump, whose government has sought to strike a balance between concerns over China’s AI progress and maintaining the global market share of US firms.

Chinese developers of AI-powered gadgets are likely to welcome the reversal, especially those already using compatible Nvidia chips, as the country currently lacks equally sophisticated alternatives, analysts said. The chips could also support production in sectors such as advanced vehicles and high-performance computers.

“China is behind, so the market is going to want these chips,” said Charles Chang, a finance professor at Fudan University in Shanghai. “I don’t think there’s going to be a whole lot of questions. It’s an easier move for people to say ‘hey, let’s go buy these chips and they already work with the ones we have’.”

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