According to sources, NVIDIA will begin shipping H200 chips to the Chinese market in early 2026, using existing stocks. Shipments will cover thousands of modules, significantly exceeding the capabilities of previously permitted models. AMD is in talks with Alibaba to sell MI308 accelerators — systems specifically designed to comply with US export requirements.
Although Washington has given the "green light," the situation remains uncertain. Chinese authorities are assessing the conditions for allowing imports, fearing the weakening of the national AI chip sector. Restrictions on purchase volumes and mandatory combination of foreign processors with local solutions are being considered.
If the deals go through, Chinese companies will gain access to computing power significantly exceeding local alternatives. At the same time, this could revive global discussions about security, technological dependence, and the boundaries of export policy in the age of artificial intelligence.