H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence

H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia —…

ByteDance and Tencent received ~10,000 Nvidia H200 units each, but mainland quota capped at 2.5% of total 400,000-unit order under NDRC controls. Nvidia loses China volume to indigenous chips as export controls tighten—tech giants shift to homemade silicon as strategic infrastructure, not contingency.