China has begun easing import restrictions on Nvidia's H200 chips, according to ChainCatcher, with ByteDance and Tencent each receiving roughly 10,000 units in recent weeks. Several other technology companies may soon win approval for shipments of a similar size. The move follows earlier U.S. approval for multiple Chinese companies to buy H200 chips, though those transactions had been delayed by Chinese regulatory review. Shipments are now entering mainland China in batches, but the policy has not been fully opened up. Beijing is still allowing only limited volumes of H200 into the mainland and is encouraging companies to deploy more of the chips in offshore locations such as Hong Kong. Purchases for mainland use still require separate approval. The report said this approach allows leading AI companies to keep using Nvidia hardware to train advanced models while preserving room in the market for domestic chip suppliers including Huawei.
China has started to ease import restrictions on Nvidia's H200 chips, according to ChainCatcher. ByteDance and Tencent have each received about 10,000 H200 units in recent weeks, and several other tech companies could soon be approved for shipments of a similar scale.
The U.S. had already cleared multiple Chinese companies to purchase H200 chips, but those deals had remained stuck in China's approval process. The chips are now entering mainland China in batches, though the policy stop short of a full reopening.
Approvals remain limited
Beijing is currently allowing only a small number of H200 chips into the mainland, the report said, while encouraging companies to place more of their deployments in offshore locations such as Hong Kong. Procurement for use in the mainland still requires separate approval.
Balancing access and domestic supply
Under the current arrangement, leading AI companies can continue using Nvidia chips to train advanced models, while domestic chipmakers such as Huawei still retain room in the market.
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