Alibaba and ByteDance consider purchasing Nvidia's H200 chips following Trump's endorsement, according to reports.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 10 2025
0mins
Source: SeekingAlpha
Chinese Companies' Interest in H200 Chips: Alibaba and ByteDance are seeking to purchase Nvidia's H200 AI chips following a U.S. decision to allow exports to China, but they are concerned about supply and regulatory clarity.
Regulatory Challenges: Despite the U.S. approval, China is expected to limit access to the H200 chips as it aims for semiconductor self-sufficiency, with discussions ongoing about permitting limited access.
Demand Evaluation by Regulators: Chinese regulators have met with major companies, including Alibaba and ByteDance, to assess their demand for H200 chips, indicating that a decision on imports will be communicated soon.
Market Dynamics and Local Competition: Chinese entities, including universities and military-affiliated organizations, are exploring grey-market options for H200 chips, while the government encourages the use of domestically produced AI chips from companies like Huawei.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 115.380
Low
180.00
Averages
203.09
High
230.00
Current: 115.380
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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