The Chinese government has given DeepSeek its approval to purchase NVIDIA’s H200 AI chips, according to Reuters. ByteDance, Alibaba and Tencent have also reportedly received permission from Beijing to buy a total of 400,000 H200 GPUs. Reuters says Chinese authorities are still finalizing the conditions they’re imposing on the companies to be able to proceed with their orders, so it may take a while before they’re able to receive their shipments. In addition, NVIDIA CEO Jensen Huang told reporters that his company has yet to receive orders from the aforementioned firms and that he believed China is still finalizing their licenses.
In December 2025, the US government allowed NVIDIA to sell its second-best H200 processors to vetted Chinese companies in addition to its H20 model in exchange for a 25 percent tariff on those sales. China previously dissuaded local companies from purchasing NVIDIA’s H20 chips, but it recently agreed to import hundreds of thousands of H200 units after Huang’s visit to the country. While Chinese companies are striving to rely on local manufacturers, such as Huawei and Baidu, for AI chips, NVIDIA’s technology is still more advanced. The H200 is only second to NVIDIA’s B200 and is around six times more powerful than the H20.
China’s National Development and Reform Commission is the agency in charge of determining the conditions Chinese companies have to meet in order to buy H200 units. Stateside, DeepSeek’s purchase could lead to questions from authorities. As Reuters notes, a lawmaker has just accused NVIDIA of helping DeepSeek develop AI models that were subsequently used by the Chinese military.
