Nvidia在美国取消出口禁令并等待中国批准的情况下,刺激了中国的H200生产量。 Nvidia boosts H200 production for China amid reversed U.S. export ban and pending Chinese approval.

Nvidia正寻求通过TSMC提高H200芯片产量,以满足中国不断增长的需求,预计2026年超过Nvidia目前70万个单位库存的200多万个单位将订购订单。 Nvidia is seeking to boost H200 chip production with TSMC to meet surging Chinese demand, with orders for over 2 million units expected in 2026—far exceeding Nvidia’s current 700,000-unit inventory. 美国已经推翻了拜登时代的禁令,允许H200以25%的收费向中国出口H200,尽管中国监管者尚未批准发货。 The U.S. has reversed a Biden-era ban, allowing H200 exports to China under a 25% fee, though Chinese regulators have not yet approved shipments. 每个芯片的价格约为27 000美元,大宗交易和一个新的八芯片模块提供15%的折扣相对于灰色市场选项。 Each chip is priced at around $27,000, with bulk deals and a new eight-chip module offering a 15% discount versus grey-market options. 如果获得批准, 像ByteDance这样的中国大公司计划进行大量采购, 而Nvidia则坚称授权销售不会影响美国的供应. Major Chinese firms like ByteDance plan significant purchases if approved, while Nvidia insists licensed sales won’t impact U.S. supply. 中国仍有待最后批准,担心国内芯片开发问题。 Final approval remains pending in China, with concerns over domestic chip development.