H200

The H200 is Nvidia's second most powerful artificial intelligence (AI) chip. Recent news focuses on its approval for import into China, ending a period of regulatory uncertainty. Previously, access to the H200 was restricted due to US government concerns that it could benefit China's technology industry and military. The delay in approvals led to Chinese AI companies facing a dilemma: either source H200s from the black market at inflated prices or use slower, domestically produced alternatives. The approval of H200 imports is significant as it allows Chinese tech giants access to high-performance GPUs, potentially impacting their AI development capabilities. Nvidia CEO Jensen Huang's recent visit to Shanghai underscores the importance of the Chinese market for Nvidia, especially amidst these developments.