## Nvidia changes the game for H200 GPU deliveries in China Nvidia has reportedly decided to require full, non-refundable upfront payment for H200 GPUs destined for customers in China. This move, reported by several sources, aims to protect the company from the risks associated with regulatory uncertainties in the Chinese market. There are reports of over two million H200 units already ordered by Chinese customers, a significant volume that underscores the importance of the Chinese market for Nvidia. The decision to impose upfront payment represents a significant change in sales conditions, presumably to protect Nvidia from potential changes in trade policies or export restrictions. The GPU market is constantly evolving, with ever-increasing demand for artificial intelligence and high-performance computing applications. Geopolitical dynamics, however, add a further layer of complexity, prompting companies to adopt more conservative strategies to mitigate risks.