Nvidia (NASDAQ:NVDA) has begun restarting its manufacturing lines for H200 processors destined for the Chinese market, according to CEO Jensen Huang.
Speaking at the company’s GTC conference in San Jose this week, Huang confirmed that the chipmaker has received fresh purchase orders following a breakthrough in regulatory negotiations between the U.S. and China.
The move marks the first concrete progress toward restoring Nvidia's high-end data center business in the region after nearly a year of uncertainty.
The resumption follows a complex "dual-track" approval process.
While U.S. export licenses were secured earlier this year, the primary obstacle had shifted to Beijing, which had previously delayed clearing the imports.
Recent disclosures indicate that the U.S. issued a limited license in February covering H200 shipments to specific buyers, and Chinese authorities have now reportedly followed suit by issuing licenses for several domestic customers.
Major tech entities, including ByteDance, Tencent, Alibaba, and the AI startup DeepSeek, were among those previously identified as seeking preliminary approval for the hardware.
The H200 occupies a strategic middle ground in Nvidia's portfolio; it is the company's second-most powerful AI chip, sitting just below the Blackwell line, which remains strictly prohibited for export to China.
The current export framework acts as a compromise, imposing strict conditions on sales.
Under the agreement, the U.S. government will claim 25% of the proceeds from these specific chip sales, shipments will remain capped, and all transactions must undergo third-party verification to ensure compliance with national security guidelines.
The financial implications for Nvidia are significant.
Prior to the tightening of export controls, China accounted for approximately 13% of Nvidia’s total revenue and a fifth of its lucrative data center business.
Because Nvidia’s most recent earnings guidance assumed zero revenue from the Chinese data center market, the resumption of H200 sales represents a direct upside to previous projections.