Tencent

The Financial Times reported, citing two people with knowledge of the matter, that ByteDance and Tencent had each taken delivery of roughly 10,000 H200 accelerators, the first meaningful movement of the chips into mainland China since the December 2025 approval. Beijing wanted most of each company's licensed allowance, which the FT put at up to 100,000 units apiece, kept off the mainland, with regulators directing buyers to Hong Kong instead. Reuters said it could not immediately verify the report.

Reuters reported that the United States had cleared roughly 10 Chinese companies to buy H200 chips. The report said deals had stalled and deliveries had not begun.

Reuters reported that ByteDance, Alibaba, and Tencent had been approved to purchase more than 400,000 H200 chips in total. The report described the approvals as conditional and cited anonymous sources.

The Financial Times reported that Baidu, ByteDance, Tencent and Alibaba had ordered about 100,000 A800 processors worth US$1 billion for delivery that year, and a further US$4 billion of GPUs for 2024, rushing to secure supply amid fears of further U.S. export controls. Demand for the compliant part was intact two months before the October 2023 rules removed the test it was designed around.

Nvidia said it had modified its flagship H100 into a version legal to export to China, the H800, and that the cloud computing units of Alibaba, Baidu and Tencent were already using it. It was the same move as the A800 applied to the newer generation, and Jensen Huang pointed Chinese startups building large language models at those clouds.