China Approves Alibaba and Others to Prepare Orders for Nvidia H200 Chips
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Should l Buy NVDA?
Source: seekingalpha
- Approval for Orders: Chinese regulators have granted in-principle approval to top tech companies like Alibaba, Tencent, and ByteDance to prepare orders for Nvidia's H200 AI chips, indicating a relaxation in China's procurement policies for AI technology.
- Expected Order Volume: Alibaba and ByteDance have expressed interest in ordering over 200,000 units each of the H200 chips, reflecting strong demand from Chinese tech firms for advanced AI capabilities, which could drive growth in the related markets.
- Import Restrictions and Conditions: While China intends to approve some imports of H200 GPUs this quarter, these chips will be barred from sensitive agencies and critical infrastructure, highlighting the regulatory focus on national security and potentially impacting import volumes.
- Self-Reliance Strategy: The Chinese government encourages companies to purchase a certain amount of local chips as a condition for approval, although no specific numbers have been set, aiming to enhance domestic chip manufacturing capabilities and reduce reliance on foreign technology.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 222.320
Low
200.00
Averages
264.97
High
352.00
Current: 222.320
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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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