Nvidia is restarting production of China AI chip variant, says CEO Jensen Huang

AI Summary
Nvidia CEO Jensen Huang announced the company is restarting production of its H200 AI chip variant, designed to comply with US export restrictions to China. Manufacturing of the chip, based on Hopper technology, had been halted last year due to increasing regulations. Nvidia has since received licenses from the US government to export the H200 and has begun taking orders, prompting the resumption of manufacturing several weeks ago. While Huang stated the supply chain is being activated, sales of the China-bound chip are not factored into Nvidia's projected revenue of over $1 trillion by 2027, which is based on sales of its Blackwell and Rubin AI chips. These flagship chips are designed for building large language models.
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