NVIDIA H200 has been released, but China’s big tech firms are accelerating their shift away from NVIDIA

Tencent and Alibaba said they are expanding use of Chinese-made chips and moving ahead with in-house AI chip plans.

The companies are also preparing to adopt and mass-produce their own chips for AI and data-center workloads.

Nvidia’s H200 could return to China, but actual supply and buying decisions remain uncertain.

As U.S. export controls persist, China’s big tech firms are pushing harder to reduce dependence on Nvidia.