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00:02NVIDIA restarted manufacturing of its H200 processors for China after receiving licenses
00:08and purchase orders from customers, according to the Wall Street Journal.
00:12The move follows a series of policy shifts after the Commerce Department halted H20 exports in
00:17April and reversed the decision in August. Chinese officials discouraged H20 purchases
00:22while NVIDIA pursued licenses for Blackwell chips and the company halted H20 production
00:27in late August. In December, the U.S. allowed H200 sales in China if NVIDIA shares 25 percent of
00:34revenue with the government, and China signaled approval in January after Huang's visit.
00:39Huang said at the GTC event that demand signals from China have strengthened in recent weeks.
00:44NVIDIA did not provide revenue guidance for H200 sales in China, but has previously said the market
00:50could be worth tens of billions of dollars annually. For all things money, visit Benzinga.com.
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