Nvidia(US:NVDA) 半导体芯闻·2026-01-08 10:36Core Viewpoint - Nvidia has implemented stringent conditions for Chinese customers, requiring full payment upfront for orders of the H200 chips, with no cancellations or modifications allowed [1] Group 1: Payment Terms and Conditions - Nvidia's new terms for Chinese clients include a full prepayment requirement, which is stricter than previous practices that allowed for deposits [1] - In exceptional cases, customers may provide "commercial insurance" or collateral as alternatives to cash payment [1] Group 2: Demand and Supply - Chinese tech companies have reportedly ordered over 2 million H200 chips, each priced at approximately $27,000, exceeding the current inventory of 700,000 units by more than 70% [1] - Nvidia's CEO Jensen Huang stated that demand for the H200 is "very high," and the company has requested its supply chain to increase production capacity [1] - Nvidia's CFO Colette Kress mentioned that the company has applied for export licenses for the H200 and is awaiting approval from the U.S. and other governments [2]