ChainCatcher news, according to Jin10 data reports, market sources indicate that NVIDIA has informed Chinese customers of plans to deliver H200 chips in mid-February 2026. The total expected shipment volume is 5,000–10,000 module sets, equivalent to approximately 40,000 to 80,000 H200 chips. In response, NVIDIA stated, “We are continuously managing our supply chain, and sales of H200 to authorized customers in China will not affect our ability to supply global customers.”
According to NVIDIA’s statement, the plan to sell H200 in the Chinese market is largely confirmed. Meanwhile, informed sources reveal that NVIDIA CEO Jensen Huang is also scheduled to visit China in January 2026. The sources further noted, “NVIDIA’s unit price for the H200 8-card module to channels is 1.4 million yuan, slightly higher than the H20.”
