As monitored by 1M AI News, NVIDIA CEO Jensen Huang announced at GTC 2026 that the company is restarting production of the H200 chip targeted at the Chinese market. He stated that approvals have been secured from both the U.S. and Chinese governments, with multiple purchase orders already received from Chinese clients, “Our supply chain is now being activated.” The restart of manufacturing began several weeks ago.

The H200 is based on NVIDIA’s prior-generation Hopper architecture and was specifically designed to comply with U.S. export restrictions for the Chinese market. In April last year, the Trump administration mandated licensing requirements for exports to China, prompting NVIDIA to record a $5.5 billion loss and halt sales to China. However, in December last year, policy shifted to allow NVIDIA to resume sales under strict conditions: shipment volume caps, mandatory third-party inspections, and a 25% revenue share paid to the U.S. government.

Jensen Huang previously projected that the NVIDIA Blackwell and Rubin series would generate over $1 trillion in revenue before 2027, but this target explicitly excludes revenue from H200 sales in China.