Nvidia H200 Export Approval Strengthens AI Infrastructure Amid GB300 Production Surge
AI Infrastructure and Chip Supply Chain Dynamics Driven by Nvidia H200 and GB300 Ramp-Up
Over the past 72 hours, Nvidia received US export approval for the H200 chip to China, with initial shipments scheduled for early February 2026, indicating ongoing efforts to capture the China AI and data center market despite geopolitical friction. Concurrently, the GB300 server rack shipments are forecasted to reach 55,000 units in 2025, reflecting robust demand and supply chain capacity testing amid ongoing production ramp-up.
The H200 export approval allows Nvidia to allocate 5,000–10,000 HGX boards primarily focused on enterprise datacenter applications in China, with an emphasis on SXM variants over PCIe NVL cards. Additionally, US revenue share requirements mandate that 25% of China-bound H200 sales revenue be remitted to the US government, reducing Nvidia's effective China revenue capture to 75% and adding compliance complexity.
GB300 production is progressing with early small-scale shipments underway and mass production ramping in H1 2025, supported by improvements in thermal management and materials, with no reported yield issues. Meanwhile, the Vera Rubin200 server is expected to ship in Q4 2025, with order visibility extending to 2027, indicating confidence in long-term demand.
Blackwell chips (B200/GB200) are effectively sold out through mid-2026, with production reaching over 800,000 units by Q2 2025. Despite manufacturing complexities, gross margins have normalized at approximately 73.5%, maintaining pricing power amid sustained supply chain capacity utilization involving Foxconn, Quanta, and Wistron.
Collectively, these signals demonstrate ongoing supply chain expansion, strategic geopolitical compliance, and strong enterprise demand in the AI infrastructure and chip manufacturing sectors, supported by capacity scaling and long-term order commitments.
OSINT does not specify detailed margin levels or exact supply chain bottleneck metrics beyond reported capacity utilization and production ramp-up timelines, nor does it include forward-looking guidance beyond current shipment forecasts.
Data gaps include specific margin adjustments post-exports, detailed supply chain yield rates, and exact geopolitical compliance costs, which are not provided in the dataset.
SEOHASHTAGS: #AIInfrastructure #ChipSupplyChain #NvidiaH200 #GB300 #DataCenter #GPUManufacturing #SupplyChainScaling #AIServer #ChinaExport #TechSupplyChain
