Nvidia将在2026年2月之前将H200AI芯片运往中国,等待美国新政策的批准。 Nvidia to ship H200 AI chips to China by Feb 2026, pending approval, under new U.S. policy.

Nvidia计划利用现有库存,在2026年2月中旬之前开始将其H200AI芯片运往中国,在月球新年之前初步交付5,000至10,000个模块,相当于40,000至80,000个芯片。 Nvidia plans to begin shipping its H200 AI chips to China by mid-February 2026, using existing inventory, with initial deliveries of 5,000 to 10,000 modules—equivalent to 40,000 to 80,000 chips—before the Lunar New Year. 在总统特朗普(Trump)的政策转变之后, 此举允许以25%的收费进行此类销售, 推翻拜登时代的出口禁令。 The move follows a U.S. policy shift under President Trump allowing such sales with a 25% fee, reversing the Biden-era export ban. 由于中国工业和信息技术部尚未批准采购,时间可能改变,最后批准工作仍有待最后批准。 Final approval remains pending, as China’s Ministry of Industry and Information Technology has not yet authorized purchases, and the timeline could change. H200虽然被新的黑威尔芯片所取代,但像阿里巴巴和拜特丹斯这样的中国技术公司仍然需要寻找更强大的处理器。 The H200, though superseded by newer Blackwell chips, remains in demand among Chinese tech firms like Alibaba and ByteDance seeking more powerful processors. Nvidia还计划2026年第二季度扩大H200生产能力。 Nvidia also plans to expand H200 production capacity in the second quarter of 2026. 中国正在考虑要求买家也购买国内芯片,目的是促进其本地的AI半导体工业。 China is considering requiring buyers to also purchase domestic chips, aiming to boost its local AI semiconductor industry.