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China's AI Hardware Battle: Nvidia's H200 on Ice
Published 1 week, 1 day ago
Description
Nvidias H200 chips, intended for China, are stuck due to Beijings directive to use them overseas. This strategic move by China aims to build its own AI ecosystem, favoring domestic processors like Huaweis Ascend chips. The US has approved sales, but the chips arent moving, leading to a significant drop in Nvidias China revenue and an opportunity for local players.
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