Tech Brief (March 19): Nvidia Restarts Production of H200 Chips for China

Published: Mar. 19, 2026 4:08 p.m. GMT+8

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Nvidia restarts production of H200 chips for China

Nvidia Corp. has obtained a U.S. license to sell its advanced H200 artificial intelligence (AI) chips to Chinese customers and has restarted production to meet demand, CEO Jensen Huang said. Orders are advancing and the supply chain is recovering, Huang told Caixin and other media outlets on Tuesday during Nvidia’s GTC conference in San Jose, California. The breakthrough ends a roughly 10-month freeze on Nvidia’s advanced chip supplies to the world’s second-largest economy.

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Nvidia resumed H200 chip production for China after obtaining a U.S. license, ending a 10-month supply freeze.
Tencent’s 2025 net profit rose 16% to $32.5 billion, with overseas gaming exceeding $10 billion; it will launch Hunyuan 3.0 in April and WeChat AI agent soon.
Alibaba Cloud will raise AI computing and storage prices by up to 34%, while Xiaomi launched the MiMo-V2-Pro AI model with over 1 trillion parameters.

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Who’s Who

Nvidia Corp.: Nvidia Corp. has resumed production of its H200 AI chips for Chinese customers after securing a U.S. license. CEO Jensen Huang confirmed that orders are progressing and the supply chain is recovering, ending a 10-month freeze on advanced chip supplies to China.

Tencent Holdings Ltd.: Tencent Holdings Ltd. reported a 16% rise in annual profit for 2025, driven by strong overseas gaming revenue and its cloud computing unit's first large-scale profit. The company plans to launch its Hunyuan 3.0 large language model in April and develop an AI agent for WeChat, aiming to integrate advanced AI across its ecosystem.

Alibaba Group Holding Ltd.: Alibaba Group Holding Ltd.'s cloud computing unit, Alibaba Cloud, is increasing prices for certain AI computing and storage products effective April 18. This decision is driven by a surge in global AI demand, rising hardware costs, and a spike in token usage from AI agent applications. Prices for some AI computing products will increase by 5% to 34%, and CPFS storage for intelligent computing will see a 30% hike.

Xiaomi Corp.: Xiaomi Corp. launched its new flagship foundational model, Xiaomi MiMo-V2-Pro, on Wednesday. This model is designed for high-intensity AI agent applications, features over 1 trillion parameters, and uses a hybrid attention architecture supporting a 1 million token context length.

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