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Nvidia restarting manufacturing of China AI chip variant, CEO says
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Nvidia restarting manufacturing of China AI chip variant, CEO says
Mar 17, 2026 1:25 PM

SAN JOSE, California, March 17 (Reuters) - Nvidia ( NVDA )

is restarting manufacturing of one of the company's

chips that is designed to comply with U.S. export restrictions

on China, CEO Jensen Huang said at a press conference on

Tuesday.

The company had halted production last year of its H200 chip,

which is based on its aging Hopper technology, because of

increasing regulatory hurdles in the U.S. and China, according

to a report at the time.

Since then, Nvidia ( NVDA ) has received licenses to export the H200

from the U.S. government and has taken orders, Huang said. This

led Nvidia ( NVDA ) to begin restarting its manufacturing several weeks

ago.

"Our supply chain is getting fired up," Huang said.

The China chip sales are not included in the forecast for

more than $1 trillion in revenue that Huang made for the

company's Blackwell and Rubin AI chips by the end of 2027.

Blackwell and Rubin are Nvidia's ( NVDA ) flagship AI chips and are

capable of building the large language models that underpin

chatbots such as OpenAI's ChatGPT. Blackwell chips are available

for purchase, while Rubin chips are Nvidia's ( NVDA ) next-generation

processors and are in full production.

The $1 trillion estimate Huang issued does not include a swath

of the company's other products such as its central processing

units, its range of networking chips or the forthcoming chips

based on the technology it licensed from Groq. The estimate also

does not include a Rubin variant known as Rubin Ultra.

In December, Nvidia ( NVDA ) signed a deal to license Groq's tech and

hired many of the startup's executives.

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