英伟达H200芯片据报农历年前可供货,待中国批准

格隆汇
Dec 22, 2025

据路透,英伟达通知中国客户,计划在2月中旬农历新年假期前开始向中国运送H200 AI芯片,该批货从现有库存提取,预计运送5000至1万个芯片模组,相当于约4万至8万个H200 AI芯片,不过,中国仍未批准任何H200购买。英伟达还向中国客户表示,计划为这些芯片增加新的产能,并将于2026年第二季度开放该产能的订单。据悉,整个计划都取决于政府批准,在获得官方许可前,没有任何事情是确定的。

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