中国监管层已通知包括阿里巴巴在内的头部科技公司可准备英伟达H200 AI芯片的订单，显示北京接近正式批准关键AI组件的进口。知情人士称，阿里巴巴、腾讯和字节跳动已获原则性许可进入采购准备阶段，可讨论数量等细节；作为条件，企业将被鼓励采购一定规模的国产芯片，但具体比例尚未确定。市场反应积极，英伟达股价一度上涨2.6%，台积电ADR一度上涨1.9%。
此举表明北京推进批准H200出货——该上一代芯片处于美中贸易谈判的敏感核心。中国大型云与互联网公司正投入数十亿美元建设数据中心以发展AI服务，政策倾向优先满足其算力需求。若获批，将利好英伟达，其CEO曾称AI芯片业务未来数年或贡献500亿美元收入；此前在供给缺口下，华为、寒武纪等本土厂商受益并计划显著扩产。
中国最快可能在本季度批准部分H200进口，但将限制用于敏感机构与关键基础设施（定义仍待明确）。需求激增源于国家层面的AI推进，以及本土厂商（如华为与中芯国际）产能不足。阿里巴巴与字节跳动此前分别向英伟达表达了各自超过20万颗H200的采购意向，正与初创公司一道升级模型以竞争OpenAI等美国对手。尽管H200被美方允许出口，但最终仍需完成华盛顿许可；与此同时，北京持续推动自给自足，筹备规模高达700亿美元的新一轮芯片激励，并在2025年中期曾要求企业避免使用英伟达H20、暂停RTX Pro 6000D相关订单。
Chinese regulators have told major tech firms, including Alibaba, that they can prepare orders for Nvidia’s H200 AI chips, signaling Beijing is close to approving imports of critical AI components. People familiar say Alibaba, Tencent, and ByteDance received in-principle clearance to move to procurement preparations and discuss quantities; approvals will likely be conditioned on buying a set amount of domestic chips, though no ratio is fixed. Markets reacted positively, with Nvidia shares up as much as 2.6% and TSMC ADRs up to 1.9%.
The move indicates progress toward approving H200 shipments—an older-generation chip at the center of sensitive US-China trade talks. China’s hyperscalers are spending billions on data centers to build and run AI services, and policy appears to prioritize their compute needs. Approval would be a win for Nvidia, whose CEO has said AI chips could generate $50 billion in coming years; amid shortages, domestic rivals like Huawei and Cambricon have benefited and plan sharp output increases.
China could approve some H200 imports as soon as this quarter, barring use by sensitive agencies and critical infrastructure (definitions pending). Demand reflects a state-led AI push and insufficient local supply from firms like Huawei and SMIC. Alibaba and ByteDance previously signaled interest in ordering more than 200,000 H200 units each, racing alongside startups to compete with OpenAI. While H200 exports are permitted by the US, final Washington licenses are still being finalized; meanwhile, Beijing continues its self-sufficiency drive with incentives of up to $70 billion and has discouraged use of Nvidia’s H20 and RTX Pro 6000D since mid-2025.