Sources: Beijing allowed ByteDance and Tencent to each receive about 10,000 Nvidia H200 chips at their mainland China facilities in recent weeks (Zijing Wu/Financial Times)

Beijing recently approved shipments of roughly 10,000 Nvidia H200 GPUs each to ByteDance and Tencent for use at their mainland-China facilities. The approvals follow U.S. licensing that permits the H200 chips to be exported to China and Hong Kong, aiming to help the firms narrow the gap with U.S. competitors.