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Nvidia's H200 Chip: Caught in China's Political Crossfire
Nvidias H200 chip faces a complex situation in China, where political decisions overshadow customer demand. Despite strong interest from Chinese tech companies, Beijing is cautious, aiming to control its semiconductor industry. This creates challenges for Nvidia, as demand outstrips production, and shipments are reportedly slowed. The situation adds an uncertainty premium for Nvidia investors, as large-scale access to the Chinese market may not materialize without conditions benefiting Chinese competitors.
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Published on 4 days, 16 hours ago