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Demand from companies in China has led to Nvidia considering increasing capacity for its H200 AI chip, Reuters reported.

NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 best AI stocks to watch in December 2025. On December 8, 2025, Reuters reported that the U.S. had approved NVIDIA Corporation (NASDAQ:NVDA)’s exports of the H200 processor to China,

Nvidia eyes expanding H200 AI chip output for China as demand soars. Learn how policy shifts and key buyers like Alibaba shape the market.

Democratic Senator Elizabeth Warren may be going after President Donald Trump by using Nvidia CEO Jensen Huang

China may limit access to Nvidia H200 chips despite Trump approving exports. Beijing held emergency talks with Alibaba, ByteDance, and Tencent to gauge demand. Companies may need approval and must explain why local chips cant meet needs.

Nvidia CEO Jensen Huang appeared to have scored big on Monday when the White House approved sales of his company’s H200 chips to China. But China may prefer Chinese-made chips—or smuggled ones.

On Dec. 8, President Donald Trump posted on the social media platform Truth Social that he has "informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security."