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Technology Stocks : ASML Holding NV
ASML 1,046+3.0%9:52 AM EST
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From: BeenRetired12/16/2025 9:26:32 AM
   of 42727
 
H200: "Alibaba and ByteDance have contacted Nvidia to discuss large purchase orders after the U.S. approved H200 exports."

2. Does Nvidia have China Inc H200 purchase orders (POs)?

Yes — Chinese companies have already approached Nvidia with demand signals and preliminary order discussions.

The evidence:
  • Alibaba and ByteDance have contacted Nvidia to discuss large purchase orders after the U.S. approved H200 exports.
  • Chinese cloud giants are “keen” to begin purchasing H200s and have started preliminary discussions with Nvidia.
  • Nvidia is considering expanding H200 production because Chinese demand “significantly exceeded current supply”.
However:
  • These POs are conditional because China’s regulators have not yet finalized approval.
  • Nvidia cannot ship until:
  • U.S. inspection and 25% tariff requirements are met, and
  • China issues its own internal approvals.
So the real status is:

Chinese firms have placed demand forecasts and initiated PO discussions, but final purchase orders depend on Beijing’s approval.

Bottom Line

Is China preventing H200 purchases?

China is restricting and controlling access, not fully banning. Regulators are weighing caps, sector bans, and domestic-chip quotas.

Does Nvidia have China Inc H200 POs?

Yes — preliminary PO discussions exist, and demand is strong, but shipments require Chinese government approval first.

If you want, I can map how this affects:
  • Huawei Ascend 910C adoption
  • China’s domestic AI chip roadmap
  • Nvidia’s China revenue trajectory
  • The geopolitical logic behind allowing H200 but not Blackwell
Just say the word.

PS
ASML gets NXE (Nvidia/TSMC) and NXTi (China Inc+) POs regardless.
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