Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
China announced up to $70 billion in semiconductor and AI subsidies during the Two Sessions - one of the largest government chip programs in history, aimed at full self-sufficiency as US export controls tighten.
The Commerce Department has drafted regulations requiring government approval for all AI chip exports worldwide - not just to China - giving Washington unprecedented gatekeeper power over global AI development.
Broadcom's Q1 2026 earnings show AI chip revenue up 106% year-over-year, with Anthropic, OpenAI, and Meta driving demand toward a $100 billion custom silicon forecast for 2027.
The Trump administration is considering limiting Chinese companies to 75,000 Nvidia H200 GPUs each - less than half what Alibaba and ByteDance want - while zero chips have shipped despite months of export approvals.
NVIDIA will unveil a new inference processor built on Groq's LPU architecture at GTC 2026, with OpenAI as its first major customer allocating 3 GW of dedicated capacity.
