Nvidia (NVDA) has plans in place to start shipping its H200 GPUs to China by the middle of February, assuming government approval, Reuters reported.
Shares rose nearly 2% in premarket trading on Monday.
The GPUs are likely to start shipping before the Lunar New Year, the news outlet added, citing three people familiar with the matter. Initial orders are expected to come from existing inventory and shipments could total between 5,000 and 10,000 modules, or the equivalent of around 40,000 to 80,000 H200 chips, two of the sources explained.
Assuming government approval, Nvidia will add production capacity, with orders coming from the added production in the second quarter.
Nvidia did not immediately respond to a request for comment from Seeking Alpha.
President Trump said earlier this month that he had approved the sale of Nvidia’s H200 GPUs, which are less powerful than its Blackwell line, to China, for a 25% fee.
The Trump Administration reportedly launched a review in recent days that could see the chips be sold to China. The U.S. Commerce Department, which oversees export policy, sent license applications for the chip sales to the State, Energy and Defense Departments for review. Those agencies have 30 days to weigh in.