Nvidia now requires customers in China to pay in full for its H200 AI chip although approval in the states and from Beijing remains uncertain, Reuters reportedciting an anonymous source.
The chip maker leaves no room for refunds or change orders, the report said.
While some customers are allowed to use commercial insurance or asset guarantees, the requirements are stricter than Nvidia’s previous policy, which sometimes allowed partial deposits, Reuters reported.
Nvidia declined to comment.
China is expected to allow Nvidia to sell H200 chips in the country, per Bloombergalthough Beijing wants to prevent the chip from being used by the military, state-owned enterprises, and sensitive infrastructure issues.
Despite the challenges, demand for the Nvidia H200 remains strong, and the Chinese company owns it the news placed orders for more than 2 million GPUs by 2026, prompting chip makers to ramp up production.
Nvidia is trying to strike a careful balance between meeting strong demand for its chips while managing political risks in the US and China. US chip maker suffer dearly when the Trump administration said it needed a license to export H20 chips to China, forcing the company to write down $5.5 billion worth of inventory.
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