## China: H200 Nvidia Chips Approval Expected in 2026? Market reports suggest that the Chinese government may approve the import of Nvidia H200 chips starting in early 2026. This strategic move would balance the AI computing needs of Chinese tech companies with the growth ambitions of the domestic semiconductor industry. ## Alibaba and ByteDance in the Front Row If Beijing gives its approval, giants like Alibaba and ByteDance would be ready to place massive orders, potentially exceeding 200,000 Nvidia H200 chips each. Government approval remains a crucial step to unlock these significant deliveries. ## General Context China is investing heavily in artificial intelligence, but the shortage of advanced chips represents an obstacle. At the same time, the government aims to reduce dependence on foreign countries in the semiconductor sector, encouraging local production. The decision on the import of H200 therefore represents a compromise between these two strategic priorities.