December 11, 2025 1 min read

ByteDance, Alibaba keen to order Nvidia H200 chips after Trump green light, sources say

Illustration of Nvidia H200 AI chips with company logos of ByteDance and Alibaba in the background.

Well, isn't this a delightful turn of events? Just yesterday, we were talking about walls, and now it seems a green light has magically appeared for Nvidia's H200 chips to waltz into China's tech giants. One has to wonder if 'green light' is now Washington's new code for 'grab it while you can before we change our minds again.' ByteDance and Alibaba, bless their competitive little hearts, are now seemingly in an Olympic sprint to secure these silicon masterpieces, proving once again that geopolitical squabbles are merely speed bumps on the superhighway of AI ambition – especially when the chips are literally down.

This newfound enthusiasm from Chinese tech titans, particularly for Nvidia's H200 AI chip, underscores its revolutionary potential for advanced AI workloads. The H200, building on the success of the H100, offers significantly increased memory bandwidth and capacity, making it crucial for training large language models and complex AI algorithms. The U.S. hinting at a potential export green light has immediately galvanized companies like ByteDance and Alibaba, who are eager to secure large volumes, signaling an intense domestic race to dominate the AI landscape and potentially reshape global technological power dynamics.

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