Nvidia H200 Shipments to China Are 'Very Few,' Commerce Official Testifies

A senior U.S. government official confirmed Tuesday that Nvidia Corp. has shipped only minimal quantities of its H200 artificial intelligence (AI) chips to China and Hong Kong, signaling the continued tight control over advanced technology exports.

Official Testimony

Jeffrey Kessler, the Under Secretary of Commerce for Industry and Security, informed a U.S. House committee that while shipments of the H200 chip have commenced, the volume remains at "very few" units. The testimony provides the first official update on the flow of these specific chips to the region.

This development follows a Commerce Department decision in May to authorize approximately 10 Chinese companies to purchase the H200. At the time of the authorization, no deliveries had yet been made, according to the source.

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Context and Implications

The H200 is Nvidia's second-most powerful AI processor, designed to comply with U.S. export restrictions aimed at curbing China's technological advancement. The limited shipment volume reported by Kessler underscores the strict scrutiny U.S. regulators are applying, even to compliant hardware.

For investors, the official's statement highlights the persistent regulatory headwinds facing Nvidia's business in China. The situation creates ongoing uncertainty for the company's revenue from the region and for Chinese technology firms that rely on access to high-performance computing hardware for their AI development.