Nvidia Sees Strong Chinese Demand for H200, Has Enough Supply

Nvidia Corp. said it has seen strong demand from customers in China for the H200 chip that the Trump administration has said it will consider letting the chipmaker ship to that country.

License applications have been submitted and the government is deciding what it wants to do with them, Chief Financial Officer Colette Kress told analysts Monday during a meeting at the CES trade show in Las Vegas. Nvidia Chief Executive Officer Jensen Huang described the demand as strong.

Nvidia H200 AI chips.

Source: Nvidia Corp.

Regardless of the level of license approval, Kress said, Nvidia has enough supply to serve customers in the Asian nation ...