NVIDIA claims a surge in orders from Chinese companies, Beijing has urgently convened a meeting to discuss, and once approved, it will make a fortune!

According to Reuters, after the White House allowed NVIDIA to export its high-end chip H200, Chinese tech companies suddenly saw a spike in demand for this "special approval" AI chip, and NVIDIA is considering expanding production capacity.

Meanwhile, Beijing has urgently gathered a meeting to assess whether to approve this potential bulk transaction. If the green light is eventually given, this deal would be almost equivalent to a "huge profit" for NVIDIA.

It is reported that the U.S. side will allow NVIDIA to export its "sub-top tier" AI chip H200, with the condition of an additional 25% fee. While strictly limiting the most advanced chips, like Blackwell, the U.S. is trying to maintain some commercial interests through "downgraded" products.

Although the H200 is not NVIDIA's current strongest chip, its memory bandwidth and AI inference capability show significant improvement compared to the previously banned H800, which is sufficient to support the training and deployment of current mainstream large models. For Chinese companies struggling with computing power bottlenecks, this is almost like a "timely rain".

However, according to multiple sources, relevant departments have convened an emergency meeting this week to specifically discuss whether to approve the import of H200.

The reasons are not hard to understand—on the one hand, Chinese companies urgently need high-performance chips to promote AI development; on the other hand, large-scale purchases of American chips may impact the domestic semiconductor industry and pose supply chain security risks.

Currently, domestic chip companies are developing rapidly, and the large-scale procurement of NVIDIA's chips will inevitably impact domestic chips, which is indeed a matter worth considering. If the U.S. side turns against them in the future, it is likely that the hard-to-develop domestic chip companies will no longer be able to fill the gap.