Nvidia (NASDAQ: NVDA) Plans China AI Chip Shipments Worth Up to 80,000 H200 Units

In late December 2025, Nvidia told customers in China that it plans to ship its powerful H200 AI chips before the Lunar New Year in mid-February 2026. These chips are some of the company’s best for artificial intelligence work. Nvidia expects the first shipment to use parts it already has in stock. If it happens, the total could be between 40,000 to 80,000 H200 units going to China.