ByteDance and Alibaba line up orders for Nvidia's H200 AI chips after U.S. export shift

Chinese tech giants ByteDance and Alibaba have approached Nvidia about purchasing its powerful H200 AI accelerators after U.S. President Donald Trump said the Taiwan-made chips could be exported to China, potentially giving Chinese firms access to hardware nearly six times as powerful as the previously allowed H20. Beijing has yet to clarify how widely it will permit imports of H200, and officials may require case-by-case reviews, leaving ByteDance, Alibaba and other Chinese AI players balancing their dependence on Nvidia hardware against domestic pressure to adopt homegrown chips from Huawei and Cambricon.