Nvidia Sells H200 Chips to China, Taking $400 Million Charge on Excess Inventory

3 articles · Updated · Bloomberg · Aug 27

Less than 1% of Nvidia’s data center revenue in the quarter ended July 26 came from H200 chip sales to China, marking its first disclosed H200 shipments into the market.
A US license granted in January allowed the sales, but Nvidia said it could not ship the full permitted amount because of objections from Chinese authorities.
$400 million in charges over the past six months reflected excess H200 inventory, as demand for the AI processor weakened after the company fell short of planned China sales.
The update shows Nvidia has re-entered China’s AI chip market only in a limited way, with regulatory friction on both sides still constraining volumes.

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