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
Should l Buy BABA?
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: 158.730
Low
180.00
Averages
203.09
High
230.00
Current: 158.730
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 nine segments. The China Commerce Retail segment is engaged in the China commerce retail business. The China Commerce Wholesale segment is mainly engaged in the operation of 1688.com. The Cloud Intelligence segment provides cloud services. The International Commerce Retail segment provides customer management services, sales of goods and logistics services. The International Commerce Wholesale segment is mainly engaged in the operation of Alibaba.com. The Cainiao Represents Logistics Services segment provides fulfilment services. The Local Services segment’s revenue includes platform commissions, logistics services revenue. The Digital Media and Entertainment segment engages in the operation of Youku and Alibaba. The All Others segment is mainly engaged in the Sun Art, Freshippo 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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