Nvidia(US:NVDA) 智通财经网·2026-01-13 11:16Core Viewpoint - Nvidia has clarified that it does not require customers to pay upfront for the purchase of H200 chips, countering reports of strict payment terms for Chinese clients [1] Group 1: Company Statements - Nvidia's spokesperson stated that the company "will never require customers to pay for products not yet received" [1] - The statement was made in response to media reports claiming Nvidia imposed strict terms on Chinese customers, including full prepayment and restrictions on order cancellations and modifications [1] Group 2: Market Demand and Supply - Chinese tech companies have ordered over 2 million H200 chips for 2026, while Nvidia's current inventory stands at 700,000 chips [2] - Nvidia plans to request TSMC to increase production, with additional chips expected to start production in Q2 2026 [2] Group 3: Pricing and Product Details - The pricing for the H200 chips is approximately $27,000 each, with specific prices varying based on order volume and customer arrangements [2] - An eight-chip module is expected to cost around 1.5 million RMB, slightly higher than the previously unavailable H20 module, which was priced at about 1.2 million RMB [2] - The performance of the H200 is reported to be six times that of the H20, making the pricing attractive to Chinese internet companies [2]