Name: Nvidia works to meet strong H200 demand from China: report
Uploaded: 2025-12-31T18:12:12.826Z
Duration: 1 min 47 s
Description: CNBC’s Kristina Partsinevelos reports on Nvidia as the semiconductor giant works to meet strong H200 demand from Chinese tech companies, according to Reuters.

CNBC’s Kristina Partsinevelos reports on Nvidia as the semiconductor giant works to meet strong H200 demand from Chinese tech companies, according to Reuters.

Nvidia has received significant orders from Chinese technology companies for more than 2 million H200 chips, with each chip priced at approximately $27,000. This demand could generate around $54 billion in potential revenue, but Nvidia currently only has about 700,000 chips available, requiring production to be ramped up by its supplier, TSMC.

ByteDance, the parent company of TikTok, is reportedly planning to spend $14 billion on Nvidia chips in 2026, accounting for about 10% of Nvidia's annual revenue from a single customer. Despite efforts by Chinese firms to develop their own chips, they have not yet matched Nvidia's capabilities for large-scale AI training. Nvidia is also subject to a 25% US government fee on China sales, and while these developments could impact Wall Street forecasts, investors remain cautious until orders translate into actual shipments and revenue.

Nvidia works to meet strong H200 demand from China: report

Christina parts in Evelus there could be a but I'll get to that in a second So in videos China business just got a major green light and the numbers are enormous Reuters reports Chinese tech companies Have ordered more than 2 million of NVIDIA's h200 chips for next year at roughly $27,000 per chip that's according to them. So that would equate to roughly 50 You know 54 billion dollars in potential demand NVIDIA currently has about 700,000 chips available Meaning the company will need TSMC Taiwan Semi to ramp up production Starting very very soon bite dance alone Which is the parent of tick-tock is reportedly planning to spend 14 billion dollars on NVIDIA chips in 2026 So that could equate to roughly 10% of NVIDIA's annual revenue and this estimated from just one single customer By dance has already built a 1,000 person chip team and developed a chip comparable to NVIDIA's 820 chip Which is a lower tier chip geared toward China at a lower cost But the scale of these orders today shows China still doesn't have domestically produced chip Capables or chips capable of handling large-scale AI training at NVIDIA's level, which is good news for NVIDIA There's also a u.s Revenue angle NVIDIA pays are supposed to pay a 25% fee to the US government on China sales That means roughly three and a half billion dollars from bite dance alone If we take those numbers at face value potentially more than 13 billion of all 2 million chips ship for investors This matters because China revenue has been stripped out of street models These approvals could drive upward revisions, but the stock isn't celebrating today Investors have lived through repeated starts and stops and big butts on China chip sales until orders turn into shipments and revenue The market is just taking a wait-and-see approach. There's the the butt for you

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