NVIDIA’s Japan Push, H200 China Exports, and Blackwell

NVIDIA CEO Jensen Huang visited Tokyo this week to meet with Japanese AI and robotics partners, while U.S. trade officials confirmed that H200 chip shipments to China have resumed at low volumes, and reports surfaced of thermal throttling in Blackwell-based consumer GPUs.

Jensen Huang’s Japan Visit Highlights Robotics and AI Ambitions

NVIDIA’s Japan trip, which ran through the week of July 14, 2026, centered on physical AI and robotics — sectors where Japan holds significant industrial weight as a global manufacturing hub. Huang’s first stop after landing in Tokyo was not a boardroom but a developer event, a detail that signals how NVIDIA is positioning the country as a core part of its applied AI strategy.

According to the NVIDIA AI Blog, Huang made a surprise appearance at NVIDIA’s Build-a-Claw event at Studio Koku, a modern event space inside Happo-en, a traditional Tokyo garden. Developers at the event were using NVIDIA’s open models and platform to build robotic pick-and-place systems. The unannounced visit drew a strong response from attendees.

Fujitsu, one of Japan’s largest communications and technology companies, is among the partners deepening its NVIDIA relationship. According to Fortune, Fujitsu is leading a major AI push that combines Japan’s manufacturing expertise in robotics with NVIDIA’s technology stack. Huang framed Japan’s aging population and labor shortage as a direct use case for humanoid and industrial robots, telling the outlet that “Japan’s excellence is a philosophy, a way of life.”

H200 Chips Are Reaching China in ‘Very Small’ Quantities

A senior U.S. trade official confirmed on July 14, 2026, that Nvidia H200 AI chips have been shipped to China and Hong Kong, though in limited numbers — a sign that exports have restarted under current trade policy. The disclosure came during a congressional hearing, not a company announcement.

Jeffery Kessler, Under Secretary of Commerce for Industry and Security, told lawmakers that “it’s a very small quantity of chips,