Nvidia H200 shipments enter China, ByteDance Tencent receive

Nvidia’s H200 AI chips are arriving in mainland China in small batches, with ByteDance and Tencent each receiving about 10,000 units under a regime that allows up to 100,000 per Chinese buyer. Beijing is balancing demand for high-performance AI computing with a push to bolster domestic semiconductor capabilities, permitting shipments to Hong Kong and encouraging resumption of orders through partners like Lenovo while Nvidia works to clear inventory.