Nvidia (NVDA) Begins Limited H200 Shipments to 10 Chinese Companies

Nvidia (NVDA) has started limited shipments of its H200 AI accelerators to 10 approved Chinese companies, adding incremental revenue. Since 2022, Nvidia has lost about 20% of revenue due to U.S. export restrictions. However, demand from hyperscalers in the U.S., Europe, and the Middle East has helped the company offset those losses. As China cautiously reopens, these new shipments provide an additional growth opportunity, though they do not fundamentally change Nvidia’s long-term business model.