Nvidia (NVDA) has told Chinese customers it plans to begin shipping its second-most powerful AI chips to China before the mid-February Lunar New Year, initially fulfilling orders from existing inventory totaling roughly 5,000-10,000 modules, or 40,000-80,000 H200 chips, Reuters reports. The company also plans to add new production capacity, with orders for that capacity expected to open in 2Q26, according to people familiar with the matter.
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