First Nvidia H200 shipments reach China, ByteDance and Tencent take deliveries as Beijing loosens its import block — most licensed chips must stay in Hong Kong, which can't power them
Beijing wants most of each company's U.S.-licensed allowance, which the FT puts at up to 100,000 units apiece, kept off the mainland.
Nvidia H200 accelerators have begun shipping to ByteDance and Tencent in China, marking the first significant movement of the chips since U.S. President Trump approved their export last December. Two sources with knowledge of the matter told the Financial Times that each company received around 10,000 of the accelerators. While China has a decade-long push for semiconductor development, regulators are still controlling the import of U.S.-licensed chips, with most of the Nvidia allowance kept off the mainland.
The NDRC directs purchases to Hong Kong instead, where the city's limited data center infrastructure struggles to support the power requirements of the H200 chips.
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