中国放行英伟达 H200 芯片小批量流入，助本土 AI 企业追赶美国

China lets Nvidia's H200 chips trickle onto the mainland to help its AI firms keep pace with the US

AI 导读

中国正允许英伟达 H200 芯片小批量进入大陆，以帮助本土 AI 企业追赶美国。据英国《金融时报》报道，字节跳动和腾讯各获得约 10,000 颗 H200 处理器，更多公司可能很快跟进。H200 比英伟达最强大的芯片落后至少两代，后者因美国出口管制而无法对华销售；美国允许每家公司采购至多 100,000 颗 H200，但北京希望扶持华为等本土厂商，且采购需获发改委批准。

正文 · 原文

China is letting small batches of Nvidia's H200 chips onto the mainland to help domestic AI firms in the race with the US. According to the Financial Times, ByteDance and Tencent each received around 10,000 H200 processors, and more companies could follow soon. The H200 is at least two generations behind Nvidia's most powerful chips, which China can't buy because of US export controls.

The US allows up to 100,000 H200s per company, but Beijing wants to support its own makers like Huawei. Shipments to Hong Kong are also allowed, but the city lacks data centers and power. Purchases also need sign-off from the NDRC planning agency.

Chinese labs are catching up on the technical side. Moonshot with K3, Alibaba with Qwen3.8, DeepSeek with DeepSeek V4, and most recently Z.ai with GLM-5.3. But they lag far behind US providers on available inference capacity. After a surge in demand, Moonshot had to turn customers away. Nvidia keeps about half a million H200s in stock.