NVIDIA's leadership recently confirmed that market appetite for H200 chips across China remains robust. The company has formally submitted applications for export permits and is currently awaiting regulatory approval. This development carries significance for the broader AI compute and infrastructure sectors, particularly as demand for advanced processing power continues to surge globally. The licensing review process underscores the complex landscape of semiconductor trade dynamics and cross-border technology policies. Market participants are closely monitoring whether these approvals will proceed, given their potential implications for data center deployment and computational capabilities in major markets.