Nvidia says Chinese demand for its AI chips is “quite high”

Chinese demand for Nvidia’s advanced H200 artificial intelligence processors is “quite high,” the company’s CEO Jensen Huang said, a month after the Trump administration made the controversial decision to approve the sale of the chips in China.

“We have activated our supply chain, and H200s are flowing through the line,” Huang said on Tuesday (6) during a question and answer session at the Consumer Electronics Show in Las Vegas.

“We are finalizing the final licensing details with the US government.”

“We learn everything through purchase orders. We are not waiting for press releases or big statements”, he pointed out. “President Trump has already said that the H200s are licensed for export, and now we have to go through the mechanics of that. Once we’re done, I expect the purchase orders to come in.”

Huang’s comments about Beijing came as the company unveiled its newest generation of AI chips and servers, known as Vera Rubin, which Nvidia says is in “full production” and on schedule to begin shipping in the second half of 2026.

Nvidia CFO Colette Kress is optimistic about the chipmaker’s business and ability to serve customers this year.

We are “in good shape to bring Rubin to market in the second half of the year,” she said. There is a “tremendous amount of demand for both AI and accelerated computing.”

The executive commented that demand for chips continues to increase as a result.

Nvidia also expanded its partnership with Siemens to build the industrial AI operating system.

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