英伟达宣布：2月对华出货H200芯片！

Core Viewpoint - Nvidia plans to deliver its H200 AI chips to the Chinese market before the Lunar New Year, with an estimated shipment of 5,000 to 10,000 modules, equivalent to approximately 40,000 to 80,000 H200 chips [2][4]. Group 1: Nvidia's H200 Chip Delivery - Nvidia has informed Chinese customers about the planned delivery of H200 AI chips, utilizing existing inventory for initial orders [2]. - The company aims to increase production capacity for the H200 chip, with new capacity orders expected to open in Q2 2026 [2]. - There is significant uncertainty regarding the approval of H200 chip purchases by China, which may affect the delivery timeline [2][4]. Group 2: Market Context and Implications - The H200 chip is part of Nvidia's previous Hopper series, still widely used in AI applications despite being succeeded by the newer Blackwell series [4]. - The Trump administration's decision to impose a 25% fee on related transactions coincides with China's push to develop its domestic AI chip industry [4]. - Concerns have been raised that allowing the import of H200 chips could hinder the development of local Chinese chip products, which currently do not match the performance of the H200 [4].