Nvidia: Chinese Approval for the H200, Groq in May
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Nvidia Receives Approval for the H200 Chip in China
Nvidia has recently received approval from Chinese authorities to sell its H200 artificial intelligence chip in the Chinese market. This announcement was confirmed by Jensen Huang, CEO of Nvidia, during the GTC conference in San Jose. The company has successfully obtained the necessary export licenses from the United States and has already received orders from several Chinese clients.
The H200 chip, although a previous generation, outperforms all currently available alternatives in China. This authorization comes after Nvidia had to suspend production of this chip last year due to regulatory restrictions. In January, preliminary import approvals had already been granted to Chinese tech giants such as Bytedance, Tencent, Alibaba, as well as the AI startup DeepSeek.
Furthermore, Nvidia has received approval to sell its most powerful AI chip after the H200, and the company's supply chain is in the process of restarting.
Nvidia Prepares the Groq Chip for the Chinese Market
In parallel, Nvidia is developing a version of its Groq inference chip specifically for China, with a launch planned for May. This initiative follows the acquisition of Groq technology for $17 billion at the end of last year. Groq chips are designed for inference, enabling AI systems to perform various tasks such as answering questions or writing code.
Contrary to what one might think, these chips are not simplified versions but are designed to be adaptable to different systems. In Western markets, Nvidia plans to pair these chips with its future Vera Rubin processors, although these are banned from export to China.
Competition and Financial Outlook
Nvidia faces significantly stronger competition in the inference market in China than in the training market, particularly from local companies like Baidu that are developing their own chips. Despite this, Jensen Huang expressed confidence during the GTC conference, predicting that the Blackwell and Rubin systems could generate over one trillion dollars in revenue by 2027.
Historically, China has represented 13% of Nvidia's total revenue, and this new approval could strengthen the company's position in this strategic market.
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