China Demand for Nvidia H200 AI Chips Surges; Production Boost Eyed

• Nvidia is considering increasing production of its H200 AI chips due to high demand from Chinese companies.
• Chinese firms, including Alibaba and ByteDance, have approached Nvidia for large orders of the H200 chips.
• The US approved the export of H200 processors to China on December 9, subject to a 25% sales tax.
• China's government has not yet approved the purchase, with officials holding an emergency meeting on the issue.
• The H200 chip, deployed in 2024, offers approximately 6 times better performance than its predecessor, the H20.

Why It Matters: China's high demand for Nvidia H200 AI chips impacts global tech and US policy.