NVIDIA to Reclaim Lost China Market as H200 Approval Follows US Curbs That Crushed Its 95% Share to Nothing

The U.S. reportedly approved NVIDIA to sell its Hopper H200 AI GPU to about 10 Chinese companies.

Sales would be capped at up to 75,000 units per company, and no shipments have been completed yet.

The move could give NVIDIA a limited return to China after export curbs sharply reduced its market share.

It also highlights how U.S.-China tensions continue to shape access to advanced AI chips and boost domestic alternatives like Huawei.