Nvidia is evaluating whether to add production capacity for its H200 AI chips after Chinese customer orders exceeded current output levels, Reuters reported, citing people briefed on the matter.
The company’s review follows President Donald Trump’s announcement that the U.S. will allow H200 exports to China with a 25% fee on sales. Nvidia told Reuters it is managing its supply chain so “licensed sales” to authorized customers in China will not reduce supply to U.S. customers.
Chinese tech companies including Alibaba and ByteDance have approached Nvidia about buying the H200, Reuters reported. Chinese government approval for purchases is still pending, according to Reuters, which reported that Chinese officials have discussed whether to allow shipments into the country.
U.S. scrutiny is also increasing. In a letter to Commerce Secretary Howard Lutnick, House China committee chair John Moolenaar requested a briefing on the “evidence and analysis” behind the H200 decision by Jan. 15, 2026, and warned that approving sales could undercut what he described as a U.S. strategic advantage created by export controls. For data center operators and AI buyers, the capacity review highlights how constrained H200 supply remains as Nvidia prioritizes Blackwell and Rubin and competes with other hyperscalers for advanced TSMC manufacturing slots.