China approves Nvidia H200 imports to narrow chip gap
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China has approved Alibaba, Tencent and ByteDance to purchase Nvidia H200 AI chips, marking a cautious policy shift as Beijing weighs AI demand against domestic semiconductor goals. The expansion of data centers and the pace at which generative AI will develop within China is related to several key factors – Nvidia H200, Alibaba and Tencent, as well as the Chinese government’s policy and its balance. Nvidia H200 imports remain limited Regulators granted approvals to major technology companies, including Alibaba or Tencent to import nearly 421,000 Nvidia H200 chips through a successful acquisition process. It comes after Cryptopolitan reported that China has told its biggest tech companies to get ready to place orders for Nvidia H200 AI chips, a step that points to an approval decision getting close. Alibaba, Tencent, and ByteDance were informed that they can move ahead with preparation work tied to these purchases. According to industry sources, these approvals were secured as part of CEO Jensen Huang’s recent trip to China, but negotiations continue between the various government entities involved concerning some additional conditions about the purchase of Nvidia chips. Moreover, sources indicate that the licensing terms associated with the commercial licence will be quite restrictive, thus greatly hampering the time between receiving approvals and actually placing orders for the product. An analyst with a semiconductor industry consulting company in Beijing stated that the manner and timing of these approval processes were pragmatic. Therefore, according to the analyst, the ability to obtain approval for purchases is a means of “permitting” companies to access a limited quantity of computer chip products without necessarily providing them a “free pass”. Attempt to balance AI expansion with domestic chips Adding to the Chinese government policy, government officials have repeatedly requested that technology companies limit the purchase of foreign chip products to what…
Filed under: News - @ January 28, 2026 1:25 pm