According to ChainCatcher news and reports from Jinshi Data, there are market rumors that NVIDIA has informed Chinese customers that it plans to deliver H200 chips in mid-February 2026. The total expected shipment is 5,000 to 10,000 sets of modules, approximately 40,000 to 80,000 H200 chips. In response, NVIDIA stated, 'We are continuously managing our supply chain, and selling the H200 to authorized customers in China will not affect our ability to supply global customers.'
According to NVIDIA's standards, the plan for the H200 to be sold in the Chinese market is basically confirmed. At the same time, sources say that NVIDIA CEO Jensen Huang will visit China in January 2026. Sources also indicated, 'The unit price of the H200 8-card module given to channels by NVIDIA is 1.4 million yuan, which is slightly more expensive than the H20.'