ByteDance and Tencent have reportedly begun receiving shipments of NVIDIA’s H200 artificial intelligence chips in China, marking a significant development in the technology rivalry between Beijing and Washington.

According to the Financial Times, both companies have received around 10,000 H200 processors each over the past few weeks after China allowed the chips to enter the mainland. The shipments could give two of China’s largest technology companies additional computing power to train advanced AI models and develop AI agents capable of competing with leading U.S. systems.

The development comes after months of uncertainty surrounding whether…

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