Nvidia is ramping up H200 GPU production lines to capitalize on surging demand from China. The move comes right after US regulators greenlit H200 export shipments to the Chinese market—though there's a 25% licensing fee attached to each transaction. So the chip giant is essentially trying to maximize that window while navigating the new export regime. For the GPU market and high-performance computing sector, this signals serious momentum in AI infrastructure buildout, particularly in Asia. The policy shift, combined with production acceleration, could reshape chip supply dynamics in the near term.