Huang Ren-Hung Releases Positive Signals: H200 Sales License Obtained and Production Capacity Reopened for Chinese Customers

WealthCoffee · 2026-03-18T07:43:10+00:00

Nvidia CEO Jensen Huang stated in an interview that he has obtained permission to sell H200 chips to Chinese customers, with production restarted and orders moving forward. This marks a shift in the company's stance amid U.S.-China tech competition, despite ongoing policy uncertainty.

WealthCoffee

2026-03-18 07:43:10

Abstract generation in progress

[Caixin] On March 17th, U.S. time, NVIDIA founder and CEO Jensen Huang, in an interview with Caixin and other media outlets, sent a more positive signal regarding the Chinese market than before.

Huang said the company has obtained permission to sell H200 chips to Chinese customers and has restarted production based on customer demand. He stated that orders are currently being processed and the supply chain is recovering, which is a different situation from before.

NVIDIA’s AI chips have been “cut off” from the Chinese market for over 10 months. As a key company involved in the US-China tech rivalry, it values the Chinese market but remains cautious in its statements. NVIDIA CFO Colette Kress admitted during the February 25 earnings call that, although some products have received export licenses, no actual revenue has been generated yet, and policy uncertainties still exist.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.