Catenaa, Wednesday, December 10, 2025- ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after President Donald Trump said he would allow it to be exported to China.
A report by Reuters said that the Chinese companies are keen to place large orders for Nvidia’s second most powerful artificial intelligence chip, should Beijing give them the green light.
However, they remain concerned about supply and are seeking clarity from Nvidia.
Before Trump’s decision to allow Nvidia’s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.
The Chinese government has yet to give a clear answer to Trump’s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia’s AI chips, Reuters has reported, pummelling Nvidia’s market share in China.
The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance, and Tencent Holdings and asked them to assess their demand for the H200.
Very limited quantities of H200 are currently in production, as the US chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.
Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents, which are more suitable for inference.
Elite Chinese universities, data center firms, and entities affiliated to China’s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.
Nevertheless, Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, as Beijing mulls the costs and benefits of allowing H200 imports at a time it wants to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.
