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FrontRow · Jul 15, 2026

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A top U.S. trade official said that "very few" of Nvidia's H200 artificial intelligence chips have been shipped to China and Hong Kong. "The bottom line is very few shipments against licenses for H200s and equivalents have taken place. It's a very small quantity of chips," Under Secretary of Commerce for Industry and Security Jeffery Kessler said at a congressional hearing. The remark is a sign that H200 shipments to China have restarted, potentially boosting Nvidia's sales even higher. Since last year, Nvidia has excluded any potential Chinese AI chip revenue from its forecasts and CEO Jensen Huang said on CNBC in May that he told investors to "expect nothing" from Chinese sales. Nvidia has long sought to ship its AI chips to China, which is one of the largest markets for AI development, but has found itself caught up in a trade and technology war between Washington and Beijing, with most of the company's products under export restrictions to China.

A top U.S. trade official said that "very few" of Nvidia's H200 artificial intelligence chips have been shipped to China and Hong Kong. "The bottom line is very few shipments against licenses for H200s and equivalents have taken place. It's a very small quantity of chips," Under Secretary of Commerce for Industry and Security Jeffery Kessler said at a congressional hearing. The remark is a sign that H200 shipments to China have restarted, potentially boosting Nvidia's sales even higher. Since last year, Nvidia has excluded any potential Chinese AI chip revenue from its forecasts and CEO Jensen Huang said on CNBC in May that he told investors to "expect nothing" from Chinese sales. Nvidia has long sought to ship its AI chips to China, which is one of the largest markets for AI development, but has found itself caught up in a trade and technology war between Washington and Beijing, with most of the company's products under export restrictions to China.

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