Friday, August 21, 2026
First real Nvidia H200 shipments reach China, still a fraction of quota
ByteDance and Tencent each took delivery of roughly 10,000 Nvidia H200 chips in the weeks before August 19, the Financial Times reported, the first meaningful volume to move under the December 2025 licensing deal after Commerce officials called shipments 'trivial' as recently as mid-July. The deliveries still cover only about 13% of the 75,000-unit quota each company is licensed to buy, with other Chinese firms expected to receive comparable tranches.
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