At a press event attended by Tom’s Hardware at GTC 2026, Nvidia CEO Jensen Huang confirmed the company has received export licenses for multiple Chinese customers, has purchase orders in hand, and has restarted H200 manufacturing, marking the first time its China supply chain has been back in motion since export restrictions froze shipments over a year ago.
Huang described the situation as “new news,” stating that Nvidia “[has] received purchase orders from many customers [in China], and we’re in…

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