Chinese Regulators Approve Alibaba and Others to Prepare Orders for Nvidia H200 Chips
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Source: Benzinga
- Policy Shift: Chinese regulators have signaled a major shift by allowing tech giants like Alibaba, Tencent, and ByteDance to prepare orders for Nvidia's H200 AI chips, indicating a significant change in trade policy that is expected to enhance these companies' technological upgrades and market competitiveness.
- Order Preparations: These firms have received in-principle approval to discuss specific requirements, such as the exact volume of chips needed, which is anticipated to facilitate Nvidia's resurgence in the Chinese market and could potentially generate $50 billion in revenue in the coming years.
- High Demand: Alibaba and ByteDance have expressed interest in ordering over 200,000 H200 units each to upgrade their models and compete with U.S. rivals like OpenAI, highlighting the strong demand for high-performance chips in the market.
- Black Market Phenomenon: Due to U.S. export restrictions, Chinese companies have been forced to absorb higher costs, with some turning to black market supplies; servers containing 8 H200 GPUs are reportedly commanding prices of around 2.3 million yuan ($330,403), reflecting the urgent demand for high-performance chips and supply chain uncertainties.
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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: 208.190
Low
200.00
Averages
264.97
High
352.00
Current: 208.190
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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