Huang says Nvidia seeing ‘very high’ Chinese customer demand for H200 AI chips

Nvidia CEO Jensen Huang connected Tuesday said that the institution is seeing "very high" lawsuit request successful China for its H200 AI chips, which the U.S. authorities precocious signaled that it would o.k. for export.

Huang added that Nvidia has started producing the chips again and is moving retired the last details astir export licenses with the U.S. government. Nvidia's chips are captious for companies processing artificial quality models.

"We've fired up our proviso concatenation and H200s are flowing done the line," Huang said astatine a property league astatine the CES league successful Las Vegas.

Investors spot the Chinese marketplace arsenic a monolithic marketplace accidental for Nvidia arsenic the country's tech companies make their ain AI models. Huang has antecedently said that the marketplace could beryllium worthy $50 cardinal per year, and nary of those income are presently included successful Nvidia's forecasts.

In December, President Donald Trump said that Nvidia could export its H200 spot to China arsenic agelong arsenic the institution paid 25% of those income to the U.S. government. The H200 is simply a procreation oregon 2 down the latest Nvidia models, but dissimilar erstwhile chips that Nvidia was approved to export to China, this exemplary has not been slowed-down connected intent to comply with export restrictions.

China indispensable besides o.k. the import of Nvidia's chips. Huang connected Tuesday said that helium is not expecting China to marque an announcement that imports person been approved, and that Nvidia would cognize the regulatory presumption arsenic acquisition orders travel in.

"We're not expecting immoderate property releases, oregon immoderate ample declarations," Huang said. "It's conscionable going to beryllium acquisition orders."

Huang added that immoderate H200 income would beryllium successful summation to the $500 cardinal two-year forecast the institution provided past year.

"It appears that we're going to beryllium going backmost to China," Huang said.

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