Major Chinese tech giants are making moves on high-end AI hardware. Following the latest shift in U.S. export policies under the Trump administration, ByteDance and Alibaba have reportedly started placing orders for Nvidia's H200 chips. According to sources close to the matter, both companies had been preparing their procurement strategies but held off until receiving the green light from regulatory authorities in Beijing. The H200 represents a significant leap in computing power, and its availability could reshape the competitive landscape for AI infrastructure development. This development comes at a crucial time when advanced chips are becoming increasingly critical for training large-scale models and powering next-generation applications across various sectors.