Rumor

Chinese Authorities Reportedly Implementing Approval Process for H200 GPU

Tuesday, December 9, 2025 at 12:21 PM

A report suggests that the Chinese authorities will subject the NVIDIA H200 GPU to an official approval process, with major technology companies like ByteDance, Alibaba, Tencent, Baidu, DeepSeek, and Xiaomi expected to submit applications.

Context

The U.S. government has reportedly granted approval for Nvidia to export its H200 AI chips to China, effective early December 2025. This authorization comes with significant caveats, including a roughly 25% surcharge on sales and a restriction to "approved customers" only. The H200 GPU is a powerful chip, featuring 144 GB HBM3 memory, which could substantially enhance large-model training capabilities for Chinese firms. However, Beijing is simultaneously preparing its own regulatory framework to control access to these advanced chips. This proposed regime may require domestic buyers to justify why local alternatives cannot meet their needs. Major Chinese tech and AI companies such as Alibaba, Tencent, Baidu, Xiaomi, ByteDance, and startups like DeepSeek are anticipated to be among the primary applicants seeking to purchase the H200, navigating both U.S. export controls and China's domestic approval process.

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